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Be careful not to play with garbage, the organization has taken back the dominant position, and the style has turned to index constituent stocks and growth sectors. At this time, it is best to wait for the index to fall back and enter the trial and error in batches.The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.The landmark event of stabilizing the market is that the currency is loose, and whether there is a bull market in stocks, the most important thing is to look at the currency ZZ. Remember that the market is always stacked with liquidity, and as long as there is liquidity, the market will strengthen.

Many people don't know the short-term. In fact, there are two kinds of short-term, one is the emotional ticket, and the other is the short-term theme hype. It's totally different.To sum up, four key pointsThe theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.

First, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.Afternoon rhythmHowever, there was also a HW news stimulus on the weekend, so it was robbed after opening lower. The core of Keli Sensing was the daily limit. This core standard will be adjusted later, and there will be opportunities; As for the plate, there are many adjustments. After all, the theme started on November 4, and the time span is a bit long.