The market did not continue yesterday's **trend, but in a narrow range**, inMilitary industry, real estate, brokerageUnder the driving effect of the pull-up, the Shanghai IndexRegain 3000 points。Does this mean the marketTo stop falling and stabilize?The opportunities for the future are in the **?
China Shipbuilding Department led the two cities. CSSC Technology has a daily limit!Kunzhou Shipbuilding Intelligence, CSSC Emergency, CSSC Hanguangand so on. On the one hand, it is intrinsicKinetic energy catalysis of over-falling**, on the other handThe reform of state-owned enterprises is expected to heat up
The China Shipbuilding Department is a military themeThe subdivision with the strongest restructuring expectations。Although there are not many companies in it, there are many companies that are internally reorganizedAt least 3 or more。In the superposition of shipbuilding boom, before these expectations have not been fulfilled, the pioneer feelsThere are still ** opportunities in the future.
At the same time,Nanjing local stocksIn the afternoon, the abnormal movement rose, and there were 7 daily limits!Among them,Nanjing Business Travel has 8 daily limits in 11 trading days!Suzhou Keda recorded 4 consecutive boards!Nanjing Public Utilities recorded 3 consecutive boards!Boxin shares recorded 2 consecutive boards!
This is tooGambling on the expectation of state-owned enterprise reform. of the industrial chainRestructuring and integrationIt is the top priority of this round of state-owned enterprise reform. Jiangsu will promote the restructuring and integration of provincial first-class enterprises, the integration of provincial port resources, provincial hotel and tourism resources, and the provincial coastal group to increase marine strategic resources13 major restructuring and integration.
Real estate stocks rose strongly in the afternoonFuxing shares, Zhongdi Investment, CCCC Real Estate, Dalong Real Estate and other 5 strong daily limits!Real estate strengthened, mainlyPoly impact is driven by the daily limit.
Because, the marketThere is a saying of "Paulite".。From 2008 to 2021, Poly has announced four plans to increase its holdings, and each time Poly increases its holdings, Poly, the real estate sector, and ** have basically bottomed out, and the market has also launched a fierce offensive. Therefore, Poly's increase in holdings has also beenCall it "Paulite".
Well, this timeWill it be fulfilled?Even if history plays out again, laterIt won't be too smooth either.
Data elements have been repeatedly active in recent timesLongyun shares recorded 2 consecutive boards!Shanghai Jianke, Hanwang Technology and other 3 ** strong limit!The market expects that before January 1, 2024, the top-level design guidance document may be launched, plus the later stageListing of the Data BureauThe data element industry is about to make substantial progress, which means that the data element industry may enter a policy-intensive period, and it is also expectedBecome a New Year's Eve main story**.
However, the data elements are about to run to the intensive pressure range in the early stage, and the plate has been hyped for a long time, at this timeNot suitable for chasing up, etcAdjust it and then look for opportunities to pay attention to it low.
In the end, the vanguard insistedThe chances outweigh the risks below 3000。Judging from today's upward offensive situation of several powerful guys such as banks, brokers, electric power, and liquor, there is still strong pressure above. Most of the heavyweights are in a downward channel, plus the current volume energy alsoNot enough to support the big guy to unfold a strong **.
Well, there are more opportunities in the market outlookConcentrate on the receiptIn particular, there are relatively more opportunities for themes driven by the industrial chain. Whether it is AI led by media, data elements, Huawei, or today's China Shipbuilding System, etc., they are all the samerevolves around technology stocks。Therefore, we will focus on it laterThe artificial intelligence industry chain led by AI, the Huawei industry chain, and the military industry chain led by China Shipbuilding DepartmentWait a minute.
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