2024-12-13 11:39:16
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.Ordinary retail investors want to make money in the stock market. To put it bluntly, it is time for space. Insist on buying high-quality assets in batches in the extremely undervalued range to ensure that the purchase cost is lower than the intrinsic value, then ignore short-term fluctuations and wait for the value to return until the stock price is significantly higher than the intrinsic value. After thinking about this, in fact, many seemingly complicated problems will be much simpler.
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.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.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.
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.Ordinary retail investors want to make money in the stock market. To put it bluntly, it is time for space. Insist on buying high-quality assets in batches in the extremely undervalued range to ensure that the purchase cost is lower than the intrinsic value, then ignore short-term fluctuations and wait for the value to return until the stock price is significantly higher than the intrinsic value. After thinking about this, in fact, many seemingly complicated problems will be much simpler.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.
Strategy guide
12-13
Strategy guide
12-13