Important news: The official media spoke out to justify the name of A-shares, hinting that they would not fly for three years and soar into the sky.
Interpretation:Over the weekend, the official media blew warm winds, and there were very clear hints. At the same time, in stark contrast to the downturn, recent economic data, including foreign investment, are undergoing positive changes, and the bottom is often brewing in an atmosphere of low confidence.
Recently, the market is in the stage of gaining momentum, due to the sudden black swan in the game industry, which has affected the sentiment that is originally rebounding, but it is a single industry event itself, and the impact on the market is limitedThe big double bottom construction only affects the rhythm and does not change the trend.
In addition, foreign investors have basically completed the annual pressure to reduce their positions before Christmas, and after the Federal Reserve's interest rate decision, the US Treasury yields fell and the RMB exchange rate reboundedIt is expected that the willingness and behavior of foreign investors to reduce their positions will ease to a certain extent from the end of the year to the beginning of next year.
In terms of domestic institutions, some strong directions have also made up for the decline in the past month or soIt is often a signal that a phased overfall is approachingWith the stabilization of confidence and the improvement of sentiment, as well as based on the historical existence of the spring New Year's Eve ** law every year, once a new large-scale main line emerges, it will accelerate the arrival of spring**.
direction,The first is Xiaomi Automobile, the conference is coming, Xiaomi has a perfect Internet ecology, so that it has a certain explosive gene, the second is energy storage, Tesla energy storage super factory project was officially launched, and this year is a big year for energy storage installation, the overall economy of optical storage is getting closer and closer to parity, and it is expected to become the direction of new energy to take the lead in re-exerting force.