1. I don't know how many people have closed their accounts and left the market, but judging from the views of shareholders on various bottom-building policies, they are quite negative and pessimistic. After many bull and bear markets, I can only shout: every great bottom must be formed in pessimism and swearing!
A huge positive line will change your perspective!Pessimistic people see only bad news, while positive people see hope. The bottom on the left side of the index has been confirmed, and we are waiting for the right side of the index in January, whether in the short term or in the medium and long term, there will be spring!
Second, I have said many times the reasons and moments for being optimistic about the market in 2024, the depletion of most industries has ended, and technical and fundamental factors will resonate at any time, and there is no need for additional funds. There are a few numbers worth knowing: the SSE 50 and CSI 300 have actually fallen below their 2018 lows. The valuation is attractive, but it's just a waste of time!
The closer we get to the bottom, the more we insist on market scrutiny, because many details of the main force will reveal clues. For example, the aforementioned piece is still the direction that resonates most strongly with the exponent. The track resonates on the left side and can only be seen as a reflection at the moment. At that time, the hot spot on the right side will resonate with the index and **, and it is easy to break through the current trend. Mainstream hotspots. Keep an eye on the direction of the wind and clear feedback from the source. It is still possible for the plate to move from 1 to 2 to 10 cm. You can also pay attention to the new hot spots that emerged on Friday, and the scene has finally stabilized.
3. Although the direction of virtual reality such as MR still exceeds expectations, it is difficult to get out of the gap because it is the direction of the first stage of the index. Looking at the opinions of the major companies in the front row, in order to prevent this situation, I will make up for the loss next week.
There is a different logic behind storing wind and solar: after all, it is to generate electricity, which can ultimately be converted into benefits. Whether it's industrial electricity, AI development, data centers, or Bitcoin, the biggest cost is electricity. Therefore, the corresponding industrial chain has its financial results, and if the ** is lower than the normal electricity price, it is easy to appear at the bottom of the industrial cycle.
Fourth, another detail of this time is that many industry leaders are generally in the past one or two years, the sector that has continued to fall seriously. As a result, we are likely to pay more attention to the out-performing sectors that have fallen more than the index in 2024, as the market is always affected by the upper and lower cycles. For example, finance, healthcare, consumer, semiconductors, etc. You can then adjust the configuration according to market conditions.
In the short term, next week will be January, and everyone should consider the hot trend and the annual report performance has improved significantly.