Today, the disk is normally opened at 3490-3500, and the opening is not overshooted, so the support of 3450 is directly stepped back. The consistent action of the disk is that everyone is running, institutions are running, and retail investors are running. Today's selling pressure is higher than that in early November and any day in early October.The index is the same as yesterday's. Don't look at A50, Hong Kong stocks, and China's average. If it is tripled, it will rise more and more, and their normal position will be at the beginning of November. So it is roughly estimated that today's opening is also in that position. So that kind of opening limit, it is impossible to drive above 3,500 and above 3,600.Therefore, the arbitrage attribute of institutions remains unchanged, and retail investors have always been regarded as opponents; Hot money still relies on sufficient liquidity to do a great job. Today, it is active, and AI applications, robots, and consumer receipts are all dominated by hot money.
Easy to change the world: shareholder Ningbo Yongwu and his concerted action plan to reduce their holdings by no more than 3.05%; Wentai Technology: Wuxi Guolian Integrated Circuit Investment Center, the shareholder, intends to reduce its shareholding by no more than 2%; Guoxin Technology: shareholders such as the National Integrated Circuit Industry Investment Fund intend to reduce their holdings by no more than 3%; Zhiyun Co., Ltd., the company's 2022 annual report contains false records and risk warnings.Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.Tomorrow's strategy
Today's rhythmContemporary Amperex Technology Co., Limited and Stellantis set up a joint venture company, investing over 4 billion euros to build a battery factory in Spain. First of all, this is a new mode of exploring the sea; Furthermore, the cooperation with Stellantis is mainly to supply lithium iron batteries. The introduction of Ferrous lithium phosphate parity technology will drive a new round of electrification in Europe, and the penetration rate of overseas Ferrous lithium phosphate will be accelerated from 0 to 1, which means that it will be possible to replicate our 2020.A lot of reductions tonight.
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14