Now the market pricing power is still in the hands of hot money+quantification+retail investors. Hot money pulls demon stocks, robots, AI and other themes every day, and it's fun to play; Quantifying the direction of pulling small-cap stocks and low-priced stocks every day also earns a lot of money. The institution is very embarrassed, and it is still in the negative cycle of locking up-redemption-selling to deal with redemption-continuing to lock up. Occasionally, one day, the institutions will explode and usher in a greater redemption. They can only continue to sell and bear the stigma of smashing the plate.The concept of robot has been fermented since the end of November, and it has been rising for two weeks in a row. The explosive power is no less than that of AI after the Spring Festival last year! After each disagreement, it is quickly repaired, indicating that the market has a very high recognition of its main line. This direction may run through the whole of December. galaxy electronics, who has the concept of a robot in his hand, has started, and the other one is coming soon.According to the market style rotation in the first half of the year, the non-mainstream styles are short-lived rotation. In the first half of the year, the mainstream dividend was high, and it was a new low after the rapid rotation of other industries. Now, the same high dividend is not cost-effective. After the rapid rotation, the market opportunity will still be the mainstream theme, low price and small ticket style. This is the decision of incremental funds, and incremental funds will definitely not engage in high-ranking institutions and the direction of the national team's heavy position.
In April, October and November, the volume of transactions increased sharply, which was close to the volume of the bull market in 2015, indicating that a large number of off-exchange funds entered the market, and the volume increased in price, and then rose.If you can't, it means that the winning rate of every small decision you make is not high. Small decisions with low winning rate will be amplified by high-frequency operation, and the result is that the more you do, the more mistakes you make. Therefore, retail investors want to make money through high-frequency decision-making to predict the market, and the probability of success is doomed to be very low, and they can't make a few money. The short-term market is almost a pure game market, but in the long run, the stock price will always fluctuate around the intrinsic value, even a shares are no exception.As soon as the data came out, the probability of the Fed cutting interest rates by 25 basis points in December rose to 97.7%, and there was basically no suspense! The fed's continued interest rate cuts will naturally help our monetary policy to be more relaxed, which is good for the big A!
2. The CPI of the United States in November was in line with expectations, and the interest rate cut was stable!2. The CPI of the United States in November was in line with expectations, and the interest rate cut was stable!Therefore, in the near future, everyone should continue to avoid the big ticket of institutional+foreign heavy positions and let them play by themselves. Let's make a small U-turn. Now there are enough market themes. Just focus on one or two core optimistic directions (technology and consumption), and don't switch frequently. Grasp the rhythm and the probability of making money is still very high.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide