It has a lot to do with it. If the exchange rate continues to depreciate unilaterally, it will make the whole market less confident in China's assets. If the exchange rate is stable, if it appreciates properly, it will attract some foreign capital to enter the market, and it will also be conducive to the appreciation of China's assets, and the stock market is no exception.Everyone still tries to choose the direction of holding shares and wait patiently for the policy to be fulfilled.Therefore, as I said this morning, there is no problem with today's anti-pumping rise, but today's high probability will be mainly shrinking and rising.
Domestic substitution and expanding domestic demand, in essence, is not the corresponding technology and big consumption? The direction has been given to everyone above, so you can just wait for the trend to make money.What did you say when you analyzed it for everyone yesterday? I said that the real top funds will not exert their strength when the mood is high, for example, they will calm down and then exert their strength.Judging from the rise in these directions, I think it is very simple for investors now. Just do the following:
The main reason is that yesterday's mood was too high, and the organization just had to wait until it calmed down before doing more. Of course, there will be another understanding, that is, the unexpected benefits will make some institutions empty, so some institutions need to continue to collect chips.Seeing that today's liquor, medicine, food and beverage, real estate, coal, and semiconductors have all risen, these have dividend stocks, policy support directions, and institutional shareholding, which all opened higher yesterday.(3) Third, some institutions have started to work today, and consumption, medicine, real estate, and semiconductors have all increased. These are all obvious institutional styles.
Strategy guide 12-14
Strategy guide
Strategy guide
12-14