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2024-12-14 10:37:41

1) The average share price shows that the market is full of upward momentum!And micro-disk stocks are even crazier than Nasdaq.So how should we treat the opportunities and risks in the current market? Let me tell you my views.


I don't want to argue about right and wrong here, but let everyone understand the current market style. The current market is no longer the semiconductor, medicine, liquor, new energy, automobile, brokerage, food and household appliances and orderly rotating market before 2021. Now the funds are all thieves. Thanks to the unprecedented liquidity, they are all staring at a theme concept, that is, a wave of fierce competition, and then the news will fall to the ground to bet who will have it. The smaller the ticket, the more favored it is by funds. Nobody wants to be sedan chair, the former white horse stock and blue chip stock. This is the market style at present and even for a long time to come.So how should we treat the opportunities and risks in the current market? Let me tell you my views.I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.


I'm very sorry, I stopped for one day yesterday, on the one hand, because I was suddenly sleepy, but more importantly, I don't think there is anything to worry about on the disk. My previous article was very clear, that is, I looked at the continuous repair of the positive line and reversed the negative line on Tuesday.2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!Although countless people, such as Mr. Li Daxiao, are calling for embracing the market weight of core values every day, millions of big V's remind small-cap stocks of the risks every day, and call attention to the switching of large and small tickets every day, but for several months, I haven't seen the switching, or even the signs of switching. In the past few months, the rise of small tickets has reached a new high every day without looking back, and the weight headed by SSE 50 has almost never looked back after hitting a high on October 8.

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