Breakthrough!In the wee hours of the morning, the world's attention to the five major bearishness (1216）！
1. **The intelligent networked vehicle sector weakened in the medium and long term, and the GEM composite index weakened again in the short term, and funds withdrew more decisively.
2. Science and technology is a topic of concern to everyone, and its ** is also relatively certain, especially NASDAQ biotechnology, which is more worthy of attention. There's also a new Southeast Asian tech ETF that's also good.
3. The transition to a low-carbon economy in the Asia-Pacific region has ended, and growth continues. Green development is an area that deserves our attention and has unlimited potential.
4. A recent phenomenon is worth everyone's attention: more than a dozen new ** ended fundraising ahead of schedule. These are dominated by bonds, which illustrates the market's high focus on low-risk investment products. At present, financial management is in a state of loss, and it is difficult to escape the doom of loss, and it is normal for market funds to look for safer bond investment. In November alone, the amount of financing exceeded 130 billion yuan. It's still not easy to successfully raise capital, especially in a downturn.
5. Data treasure: Musk recently announced on social networking ** that Tesla's second-generation OptimusGen2 humanoid robot product will be launched, which is expected to be released this month. Humanoid robots are expected to become a 100 billion dollar blue ocean market. As the functions of humanoid robots become more diversified and generalized, the industrial division of labor becomes more and more mature, and the cost continues to fall, it is expected that humanoid robots will first be popularized in the industrial and commercial fields, and then gradually expand to homes and households. Public places. With the introduction of technology leaders and the acceleration of artificial intelligence technologies such as large models!
The recent development, coupled with the global prevalence, largely reflects expectations for earnings growth for listed companies. The Nasdaq's dynamic P/E ratio has generally shown a downward trend following a series of earnings releases, implying that earnings growth has become the main driver of performance. Whether it is the technology sector or the consumer goods sector, the performance expectations for US stocks are quite high. The current divergence between A-shares lies in the uncertainty of the market's expectation of the impact on the economy, and the economic stimulus measures need to be continued urgently. If U.S. stocks come under pressure in the first quarter of next year, we can monitor policy implementation and enhance investor confidence, not necessarily following.
Summarize and look forward to the opening of next week!There was no nervousness, the opening was at the highest point, the bears were imposing, and the bulls were disappointed. Different interpretations of the market have led to significant changes in market sentiment. Some say that future expectations are improving, while others say that we are not done with destocking. The good foundation for high-quality development still needs to be consolidated. For better or worse, I used the money in my hand to make my choice in the capital market. Overall, 3000 points have not yet risen again, and the bears continue to ** on Friday. The specific analysis is as follows:
I'm just worried that people will get caught up in short selling and ignore all the benefits. If we don't take the initiative, if everyone panics, if everyone is greedy, they will continue to be leeks. I think there's still a lot of quality stuff on the market. Just complaining and venting is not what a sophisticated investor should have.
The above is a rewrite of this article.