1. Although there has been an uninterrupted adjustment in the semiconductor chip sector in recent times, the trend has been repeated. However, Dong Da believes that the semiconductor industry, as a typical cyclical and growth industry, is currently rising month-on-month, and the volume and price have begun to rise, and the entire cycle has seen an inflection point. In addition, at this stage, from the weekly level, it is still in the box, so we can only wait patiently for the direction to be selected, and then consider the next operation.
2. The Hong Kong stock Hang Seng Technology Index fell after rising at the end of yesterday, and was dragged down by the lower RMB exchange rate today, resulting in a gap in the morning to open low, and began to stop falling and rebound after accelerating the bottom at the beginning of the session, and left a long lower shadow line. Superimposed, the Fed admitted that this wave of interest rate hike cycle has ended, and began to discuss when to cut interest rates tomorrow, indicating that the next dollar index is easy to fall and difficult to rise. This will be positive for the Hang Seng TECH Index to move higher.
3. Affected by the positive impact of the "Ningwang" CATL era once rose by more than 4% in the intraday, today's GEM index began to stop falling and rebounded, returning to the 1800-point integer mark, and once again came to the 5th **, indicating that the technical form has been repaired to a certain extent. If the next CATL era can continue, then the GEM index will begin to come out of the decline.
4. The military sector opened low and went high, recording a mid-yang line on the daily chart, ending the daily line of six consecutive yin, and the morning star appeared, as if there were signs of stopping the fall. However, since the strength of ** has not yet been reached, and it has not been able to recover any of them**, there is no signal of stabilization here.
Goldman Sachs, Nomura, and Morgan Stanley have spoken: The valuation of A-shares is at a historically low level, pay attention to the opportunity to overshoot next year, you can't buy it at all, you can't buy it at all, you can't buy it this year, and this year you shout next yearIsn't this the place where there are no three hundred taels of silver, no one believes this kind of rhetoric about rising anymore, because shouting ten times, falling ten times, if you can go up once, I will also believe you.