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2024-12-14 12:02:39

How to judge whether it is less than expected? Very simply, if the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (the 28 th division), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the departure. or vice versa, Dallas to the auditoriumWhen the hesitant funds and investors exclaimed that the cow was coming, the big funds were lured to 3800, and then fell back to 3500 in January next year.First of all, the word "positive" in previous years was changed to "more positive", which was last put forward in 2020. Secondly, the "steady" in previous years was changed to "moderately loose", which is a major change in caliber.


Therefore, I emphasized before that A shares would fluctuate between 3150 and 200, and fell below 3150, but I should have thought that the bottom of the market was rising and the consolidation was going up. Finally, I paid the bill for my cognition: "I'm sorry".This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been paying attention to me know that I am pessimistic.In the exact words, find it yourself, and if you let it go, you won't get through.


What about Kechuang and Beijiao 50 that I am optimistic about?If you don't have stocks in your hand, don't worry in the morning, just wait for the new cycle to start, confirm the resonance theme, and get on the bus in various postures. In this emotional fragile stage, the most taboo is to follow the trend and go up to the top, regardless of whether it is up or down, we must maintain our own judgment, do not follow suit, make a good plan, and then implement it. Remember one thing, no market will end in a day or two.In my opinion, in terms of capacity, today's Kechuang 50 is not as good as Beijiao 50, which may not be the case in the long run.

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