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2024-12-13 17:02:08

24.12.13 Morning Financial Sharing2. The small area of the market is W-shaped, which is basically in line with the previous prediction. Before the 20th of this month, if it doesn't rise for a while, we should consider the layout of the New Year's defensive plate. Some funds have entered the pharmaceutical sector the day before yesterday and yesterday, which needs attention.1. Yesterday, the market trading volume continued to stand above 1.5 trillion. The increase plate is basically prompted in the early stage. Recently, large consumption leads the direction of funds, and this week there are signs of turning to consumer electronics.


4. The Central Economic Conference emphasized expanding domestic demand (external demand is difficult to rely on), scientific and technological innovation (solving the bottleneck and getting ahead), stabilizing the property market (a pillar industry of the national economy), and stabilizing the stock market for the first time (finally not an orphan).The new towns, rural revitalization and strategic hubs mentioned in next year's tasks have been put forward in 23 years. I have already reminded them, including Chengdu-Chongqing area, Xinjiang and Hainan. They are all key points, and they will remain the key points next year. According to my observation, Xinjiang will be the top priority among the three regions!As the year-end exam approaches, it's time for institutions to act, otherwise the report card will be ugly. Since the National Day, the market is basically playing with hot money and financing, and the institutions have not participated at all, so the bullets should be sufficient.


Domestic demand can't avoid consumption, and white electricity (including small household appliances), trams, and tourism and holiday-related (benchmarking silver-haired economy) can all be concerned in the first half of 25 years.Under JG's "slow cow" policy, it is estimated that stock market funds are not good, then bond funds and index funds should be on the top.

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