Monday's commentary said that yesterday must have been two extremes, either the index hit a new low, or the two markets rose. Unexpectedly, both of them were successfully confirmed. Yesterday morning, more than 4,000 *** daily indices hit a new low of 2,878 points. IPO circle money, cash out madness!The three major news in the early hours of this morning were officially released (110）！
1. IPO makes money!**Professor of the Ministry of Finance: A large amount of money makes the person in charge of the IPO company feel that the money is too easy and find a way to cash out.
The index stopped falling and counterattacked, and theme stocks followed in a large area. However, the hotspot remains the strongest performance of the tourism industry. The market is still interested in speculation in this regard. It is Harbin's tourism booster that drives tourism, hotels and catering!But I think this hype is almost over!It's all driven by events and chasing short-term money. It comes and goes fast. After the news came out, the leading stocks broke out, and the related ** was heavily differentiated;On the other hand, if the market really stops falling, it will** and perform in turn!At the moment, the money is obviously mainly focused on hyping up new energy, as it is fairly safe. **Funds are looking for defensive and safe types, so new energy has received an additional boost while getting on the right track, and the inflow of funds is obvious!
2. That's how the market is today!
Personally, I tend to open flat and go higher, closing the small white candle, which is close to the 5-day line. Of course, this is the best-case scenario, and the most ideal scenario. At present, there is not much room for the index**, and the next best thing is to fluctuate in a range of about 03%.
On the market, the concept of ice and snow world yesterday has been accompanied by **collective** across the board**. As I said two days ago, the only live thing on the market at the moment is this concept. Everyone knows that the leading companies are Changbai Mountain and Dalian Yasheng, so as long as you pay attention to the leading companies, if both of them have a daily limit, we will go to the back row to arbitrage the same concept stocks. There is no problem at all. Yesterday I basically made a profit of about 3 points.
The concept of duty-free soared collectively in early trading. The reason is that the duty-free leader China has released its annual report. Performance exceeded expectations. The 150 billion sector even has a daily limit, which directly drives small-cap tax-free stocks**, but in the end, the entire sector only has a daily limit, but at least it shows that the tax-free industry is stable.
3. However, rail stocks cannot be dominated by new energy
In the end, Huawei Technologies and Huawei Automobiles will be the main line. This point of view remains the same!New energy is only an additional upgrade after overselling, and even the last one is just a lithium battery, some people speculate about the expected success of new technologies, and some people speculate about the **expected** of some new upstream raw materials. In the end, the real main direction of A-shares must return to new technology and new energy vehicles. At present, these two branches are in the process of differentiation and adjustment. On the one hand, technology has accumulated too much profit margin, and external constraints have once again weighed on our technology.
As a result, there has been a massive capital flight from the technology sector in the near future. So we have to understand that the technology in 2024 is not to hype the high-tech of 2023, but to look for the underlying artificial intelligence and Huawei's technology. Core stocks;For new energy vehicles, no matter how big the war is, it has to be digested. With the arrival of the new concept of smart cars, 2024 will be positioned as a smart car industry network, of which Huawei cars are the focus. Everyone needs to understand this!