After the imperial court, the Milky Way started to accelerate again, and December was a month of harvest!In the past two months, domestic capital has flowed out by more than 1.5 trillion yuan. There are mainly three types of funds flowing out. First, some new investors who came in in October stopped playing. The second is that institutional funds run away, and the third is the reduction of industrial capital+size. In a word, institutions must be one of the forces of market smashing. This round of market is not that institutions don't believe in bull market, but that people don't believe in institutions. If they can't get money, they naturally have no market pricing power.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.
1. After-hours news, the first robot dog was delivered in China; 2. Hangzhou issued a three-year action plan: to create a consumption scene covering new productivity such as humanoid robots; 3. Tesla has also made new moves and applied for registration of the trademark of robot action toys.2. The CPI of the United States in November was in line with expectations, and the interest rate cut was stable!The general direction is that the country wants the stock market to be bullish, so can it be proved technically? Among many technical analysis indicators, I only look at four indicators: K-line, MA, MACD and volume, and I must use long-term indicators to judge the general direction, that is, monthly and quarterly indicators.
It stands to reason that everyone has their own operating system and suitable model for investment, and Honghuo has no right to interfere. But there are some words, as a friend, Honghuo feels it is necessary to say. Ordinary investors who want to make money in the stock market never rely on various small decisions every day. The essence of this small decision is that you think you can gain an advantage in the market game by news and discipline, and you can predict the short-term market.Before September, the market has always been a high dividend for defense and hedging, and the market is specially estimated. The incremental fund is the national team; Since the end of September, the market has been the mainstream theme, with low price and small ticket style. The incremental funds are new investors entering the market and old investors recharging.The current position of the market is in the circle. Generally speaking, when the market starts to rise, it is always unconscious to most people, because many people are aware of it after seeing the facts. It used to be said that stock trading is "seven-point mentality, two-point technology and one-point luck". I think this statement is correct, but in A shares, it is more accurate to change the mentality to policy+mentality. Although the stock markets all over the world are policy markets, A shares are more obvious.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14