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.To sum up, four key pointsThe reason why the market is very difficult now is that everyone is worried about the disturbance of various off-market policies and has been waiting for the time window, so the overall performance is very hesitant.
The core direction is definitely securities and online gold, diversified finance, and growth sectors.As we said at noon, considering the shrinking market, it can't stand this kind of diving.2. Securities and online gold: Hong Kong stocks are brokers and technology this hour, China Merchants Securities rose sharply, and then the Hang Seng Technology Index rose sharply; Then tomorrow's index and mood, first of all, are good for finance, and the flexibility is still to look at online gold. I guess these receipts, such as Royal Bank and huijin technology, can't be bought. Look at compasses more.
Morning rhythm2. Securities and online gold: Hong Kong stocks are brokers and technology this hour, China Merchants Securities rose sharply, and then the Hang Seng Technology Index rose sharply; Then tomorrow's index and mood, first of all, are good for finance, and the flexibility is still to look at online gold. I guess these receipts, such as Royal Bank and huijin technology, can't be bought. Look at compasses more.III. Four major sectors and leading stocks (for emotional use only)
Strategy guide 12-13
Strategy guide 12-13