1. Happy New Year to all!The reduction in U.S. interest rates should be before the first time, but China's fundamentals are not optimistic.
Real estate and automobiles continue to underperform. More likely, the troika stopped at the same time. Probably the only straw that saved lives. It is hoped that the continuous good news in the second half of the year can create an accumulation effect, and everything in 2024 depends on the art level of management macro management, and the performance of ** is particularly important. China's national fortunes have shown great strength at every critical moment, and they can always return at critical moments. Hopefully it will be successful this time!
2. The IB's own incident finally has an answer.
Unexpectedly, the end of the trading day suddenly capped, but it was caused by **. This strange phenomenon reflects two problems: one is that the market is still very weak, and one ** uses 2600 million funds to raise the bank limit. Second, there is real money in the market, but I don't dare to buy it.
I know some people will say that this guy has 2 after all600 million funds or **ah?What is discussed here is an essential issue, which is equivalent to the relationship between a limited liability company and a sole proprietorship. Even if you only have $100,000, you can still become an institution if you apply for an institutional account. Ahem, I'm a little off topic.
Third, the golden light, will there be a big offensive in the ** plate?
Because commodities still have a long way to go, especially **, continue to weaken (the United States** will soon fall below $70 barrels, and may even fall below $50 barrels in 2024), global inflation is falling rapidly, the Federal Reserve announced that interest rates will start cutting in March 2024, and the dollar index**. Soon it fell back below 98 points. **Will hit new highs and continue to strengthen, and may even see $2,500 an ounce in the third quarter of 2024, with the exchange rate weakening after the Chinese New Year due to the weak domestic economy. In the future, the domestic gold price will continue to hit new highs. On the other hand, due to the weakening of commodities and the decline in mining costs, enterprises are ushering in the highlight moment of production every day. Therefore, after the Spring Festival and in the third quarter, there will definitely be a strong offensive in ** stocks. Focusing on Yintai and Chifeng can quickly increase mine production.
Fourth, at its peak, will artificial intelligence lead pan-technology stocks to great success?
Despite the blessing of artificial intelligence in 2023, pan-technology stocks have risen sharply, and sectors such as computers, communications, and ** have risen by more than 20% throughout the year. However, the hype in these sectors is mostly very poor small-cap stocks at the moment, and the blockbusters have not yet started. For example, the giant ZTE, the current price-earnings ratio is only about 12 times. In addition, the communication services and ** sectors have increased by more than 30% since 2016, which is more severe than the decline in the real estate sector. It can be seen that although the ** space after 2023 is obvious, the valuation of these pan-technology stocks is not overvalued.
In 2024, with the U.S. dollar index**, catalyzed by artificial intelligence, the valuation of technology stocks is expected to further improve (due to slow economic growth, the performance of cyclical stocks is a mess, and the main funds can only deploy technology stocks with higher performance growth rates). However, the focus is on the outbreak of very weak small-cap stocks and the gradual approach to white horse results. Be more careful with the performance of only a few cents, no high growth potential, and a stock price of more than 10 yuan or even dozens of yuan.