III. Four major sectors and leading stocks (for emotional use only)The reason why the market is very difficult now is that everyone is worried about the disturbance of various off-market policies and has been waiting for the time window, so the overall performance is very hesitant.1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.
First, the biggest newsBe careful not to play with garbage, the organization has taken back the dominant position, and the style has turned to index constituent stocks and growth sectors. At this time, it is best to wait for the index to fall back and enter the trial and error in batches.Evening comments!
Second market directionThe logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.The landmark event of stabilizing the market is that the currency is loose, and whether there is a bull market in stocks, the most important thing is to look at the currency ZZ. Remember that the market is always stacked with liquidity, and as long as there is liquidity, the market will strengthen.