2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!The weekly chart shows that liquor has been in such a downward channel, so the two red points circled by me in the chart, one is the high point on October 8 and the other is the high point on November 12, corresponding to the market turnover of 3 trillion and 2.6 trillion respectively at that time, and liquor will face this pressure again tomorrow. If its turnover cannot exceed before, it will not be able to break through this trend line. Then, with the news of the meeting, I have doubts about the sustainability of the whole consumption sector. Even if it can rise tomorrow and Friday, I am worried that it is taking advantage of the megaphone effect on the weekend. After all, consumption is the sector that can't afford scrutiny, the most uncertain performance and the most fantastic speculation.And micro-disk stocks are even crazier than Nasdaq.
I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.It is still a potential track that has not been paid attention to by the market, or an opportunity for low-end stocks in popular tracks to make up. A really good hunter is good at observation, patience and waiting.It is still a potential track that has not been paid attention to by the market, or an opportunity for low-end stocks in popular tracks to make up. A really good hunter is good at observation, patience and waiting.
Current A-shares: The upward momentum is still the same, so we need to be cautious in chasing up —— Investment suggestion of technical school2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!Today's leading industries are all from the consumer sector. The surge in consumption is undoubtedly a rush to run the meeting, but unfortunately, the news of this meeting has just landed at 20 o'clock, and there is no reference to consumption exceeding expectations.