Yang Ma came to the rescue of the city!The four major news in the early hours of this morning officially fermented (110）！Can the recovery driven by the four positive factors bottom out?
1. Yesterday morning, the market continued to weaken compared with Monday. The two markets opened slightly lower. Subsequently, the Shanghai Composite Index fell below the previous low of 2,882 points, and the low fell back to near 2,879 points. At the critical moment, the funds led by China Duty Free began to be**. This triggered a gradual recovery of the market, which eventually ended in **. In the market, the two cities are **common**. Tourism, hotel catering, diamond breeding, industrial machinery, new urbanization, reducer and other sectors are among the top gainers;Sectors such as sub-IPOs, e-paper, government cloud, mixed reality, data rights confirmation, and Huawei Hongmeng were among the top decliners. Nearly 50 ** in the two cities, and nearly 10 ** fell below the limit. The trend of the GEM is basically the same as that of the Main Board. However, yesterday, the two cities generally rose, which can be seen as everyone's return. Take some blood.
2. Yesterday, after A-shares fell below 2882 points**. In the short term, the divergence is farther, and technically waits for the trend. However, the volume has not changed much. In the morning, it increased by just over 20 billion compared to Monday. Basically all plates and ** are.
It remains a matter of lack of trust. The public is pessimistic about future expectations, options shorts have officially started to strengthen in the second half of the week, and CPI and financial data are about to be released. These are all uncertainties, so be careful and try not to get caught in the fire.
3. The major indices have not even touched the 5th ** and are still in the ** trend.
4. TrendForce: The average contract price of Nandflash in the first quarter of 2024 is expected to be **15 to 20% QoQ.
According to the agency's latest data, the Nandflash contract will be significantly higher in the first quarter of next year. This trend reflects the market's strong expectation of price increases in the field of memory chips. This will once again have a certain stimulating and stimulating effect on the concept of the later market.
In fact, the leader of the group has always maintained a high level of rationality. I know that market risk control is the first condition, so I attach great importance to the market and make it a "top priority". I should not easily believe the extreme rhetoric of the so-called "big V" and lose my essence. The original intention of the structure, after all, the "big mouth" of oral pleasure is costless. Excessive emotional upswings and distortion of facts can make us lose confidence, so we have to have our own independent judgment, which I think is very important!In fact, for A-shares, there are very few people who are really right, just like many big Vs repeatedly shouting that 3000 points is opportunity and safety. I think this view is wrong from my line level. Why do I say it's wrong?Warning?
Write at the end. 
Don't be bearish irrational**, because if the market **, as soon as it starts to recover, it will be very strong. And it also reversed the post-holiday downturn. Therefore, in the current period, although ** is adjusting, the over-falling recovery that Shokin believes is still expected.
Likes, **Comments, Follow, analysis is for reference only!