It's almost the end of the year, and I think it's time to take stock of the performance of the global market. Flipping it over, I think there are two countries ** that surprised me,One is Germany, and the other is India. Let's start with Germany。The DAX 30 has reached an all-time high. Let's take a look at which sectors stimulated, it turned out that industrial stocks and insurance stocks were all **, which is really hard to explain. You must know that Germany suffered a wave of industrial exodus last year because of natural gas, and the industrial situation can be imagined. As for insurance stocks, hehe, look at our big A, are they outcasts?Germany's GDP fell 0.0 year-on-year in the third quarter1%, back into negative territory. It is almost certain that Germany could be the second-worst performer among the 30 advanced economies this year. However, Germany has reached a new high. Look at Ah San again, also a record high.
Hong Hao said that since 1991, the Indian currency** has risen 93 times, and the Indian stock index has risen 66 times. As a result, at least half of India's stock index gains came from currency depreciation and inflation. But our M2 has grown even more, because in 1991, our M2 was about 2 trillion, and now it is more than 200 trillion. So, what's the problem?There must be a reason that you are familiar with, you can't say it here, otherwise the article can't be published.
There is also a question of confidence. Germany, which has the lowest economic growth rate, and India, which is a mess in the country, why can it be sustained**, is not confidence. So, it's still the same sentence, otherwise the pole will come. The current point, what are you afraid of!
The demon stock was pressed off.
Actually, I don't hate hype, but to get the hype to distribute the price limit according to the name of the mahjong tiles, this is too much, if you turn a blind eye to this, I really don't know what to say. So the so-called price investment, the so-called capital market function, is it funny?If the demon stock falls, what are the benefits?Of course, it's good for logic stocks. He is both a seesaw effect.
For example, today there is the logic of trading lithium carbonate that the winner is king, the logic of trading the pig cycle, and the logic of trading the film market at the end of the year. Of course, there is also the logic of trading AI animations and **.
These things look more comfortable.
I think that lithium battery and photovoltaic are indeed incapable of growing up, but in some industries of the industrial chain, it is no problem to repair the valuation. In other words, this sector will have an independent ** coming out. It is a bit difficult to strengthen in an all-round way, which means that you have to untie the **, there is no trillion transactions, don't think about the too much space of the plate. Game stocks are a bit of a cost reduction and efficiency increase, which is the case with Palm Fun Technology, and the logic of this sector can be studied again.
The data elements are included in the table, but you still have to keep an eye on it, because it is difficult to make a plan, and you must keep an eye on the news surface.
Yesterday's views on several sectors remain unchanged.
The principle is: try to find those who have not been speculated and have a relative status.