Broke the snowball, including the quality pressure plate died before dawn, burst is to burst is to lose all the money, yesterday, A shares are red across the board, all the plates are red, although it is said that in the afternoon and fell, but at the end of the day again pulled back to the high level of the day, shrinking more than 100 billion, of course, now look at the volume, I think it is not very significant, from the perspective of the rise of the plate, is oil in the first place, the sixth is coal, sandwiched between four technologies, you can see the whole ** The city is a rainy and dewy**, most of the **If you only had a loss of about 30% at the beginning of January, it should have been back by now, then as for your loss in 2023, or your loss in 2022, in the next return, I think the possibility is not very large, then we will briefly review it. From New Year's Day to the present, what has happened to A-shares.
At the beginning of 2024, the first trading day after New Year's Day, there was a very large **, in the process of this round**, the snowball exploded, the pledge disk exploded, most of the holdings of long-term investment in 2023 have retreated, close to 30% 40%, from the three days before the Spring Festival to the present, no matter what kind of ticket, no matter what kind of plate is rising, so 55 days, almost 10 days, but I think this round of roller coaster, Most people should have a relatively sober understanding of A-shares. Let's briefly recall that in the first half month of 2024, it is an extremely pessimistic **, every sector is falling, more than 4,000 tickets are falling every day, and many people die before dawn, including snowballs, including pledge disks, all die before dawn.
Four days before the Spring Festival, the level of ** began to enter the market to pick up the bloody chips, this time the bloody chips minus the blood on the top is really very much, after picking up the bloody chips, it will rise violently, today's mid-game, more than 3000, tomorrow should be less than 3000, from next week should be sideways, around 3000 there will be a *** in the unilateral ** and unilateral ** possibility is not large, then the next will be back on track, back to a normal **, appear *** since it is *** It's about to start to re-test your stock selection ability, including the theme, including the plate, including the **, everyone's stock selection ability needs to get back on track, then after this plate differentiation, we can now see that the new style that comes out now is the weighted stocks in the special valuation, and then add technology, there is a headline today, that is, the country has defined AI and technology as the main line of finance this year.
In 2024, there will be a large number of industry and finance, and the industry and finance in various places will enter AI and enter the technology sector. I don't think this kind of large-scale capital entry is an absolutely good thing, because we saw five or six years ago that new energy is also being flooded in this way, and after five or six years, we found that most of the more than 95% of new energy vehicles have actually died, in fact, they are chicken feathers. Now, from my personal point of view, it should be given to those companies that really have potential, really have a research and development base, really have an industrial base and a customer base, and give them these money drip irrigation, rather than flood irrigation, any institution, any company, and you can go to finance with a ppt. Of course, there may be a lot of problems in this, but in general, now that the new logic and new style have come out, everyone will stay calm until March and April.
Before the economic meeting, some sectors can be done, to March and April after the economic meeting, the level will leave, and then the A shares will be returned to the market, after the return to the market, then we are facing the economy, the economy will be good will form a general rise, the economy is not good or will fall, which sector has real gold investment after the slogan, there is substantial business growth, then this **, this plate will rise, if there is no real gold investment after the slogan, If there is no real performance benefit, I think it will be short-lived, so let's stay optimistic and rational.