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2024-12-13 04:48:13

So if you ask me this news, I definitely think it is very good news, and there is no doubt that the market will go up strongly on Tuesday.Then I know that countless people are full of blood at the moment, empty positions are patting their thighs, Man Cang is looking forward to which villa to buy, and leeks have shouted that 4000 points is the starting point of the bull market. I'm sorry, I'm going to pour cold water on you and tell you something that I think is the truth, but you don't like it so much.1) The quantity and energy are already worse than before.


Why do I say there is something wrong with this market? It is because the small-cap monster stocks headed by CSI 2000 are currently leading the market, and those small-cap monster stocks without performance support are all increasing several times. However, the real value direction of SSE 50 is that the quantity of energy is extremely shrinking and all the way down. The amount of energy in the two paragraphs in the picture clearly shows the attitude of a team.What I describe as the biggest feature of this round of market is that there is no main line plate. The first wave of 3,674 points was driven by the indexes such as Guimao, Zhongzitou and Shanghai-Shenzhen 300. The second wave of high point on November 12th was the market high point of the mainstream plate set by semiconductors, new energy, military industry and brokers, while the recent market was led by small-cap topics such as robots, AI applications, game media, tourism, retail and education.First of all, let's make my point clear. I think it's very normal to have a big rise tomorrow as long as it's not above 3500 points with the help of good news! But what I want to say is not tomorrow, but the point of view of the day after tomorrow and the next plate.


I know that investors are very excited at the moment, especially after the closing of A shares today, Hong Kong stocks rose almost vertically! Let A-share investors hate how this market doesn't open at night, or even stay awake at night.The driving force of the market comes from some messy small-cap themes such as robots, supply and marketing cooperatives, retail and AI applications every day, but we can't see the effective rotation of several mainstream sectors such as military industry, new energy, liquor, medicine, semiconductors and automobiles, which proves that the capital nature of the market is speculation, not value investment.It also proves that the new incremental funds in the market are insufficient, and the market has the trend of stock game. This is why you can see that there are obviously about 1.7 trillion transactions, but the market is stagnant. The low volatility of individual stocks proves that this position is actually in jeopardy.

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