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2024-12-13 04:14:28

-Outlook for the market outlook: At present, the market is still waiting for a clearer policy signal, and trading tends to be light, but the whole market is for better trading, and there is little short-term market risk. With the approach of the important conference window in December, it is expected to repair the risk appetite again and unite the market consensus. The investment environment in the future is uncertain, but it is expected that China's policies will take the initiative, the fundamentals will be improved, and the marginal improvement of A-share performance will be accelerated, which will drive the market to spiral.The Shanghai composite index fell slightly, and the creation of the department was also awkward.-Outlook for the market outlook: At present, the market is still waiting for a clearer policy signal, and trading tends to be light, but the whole market is for better trading, and there is little short-term market risk. With the approach of the important conference window in December, it is expected to repair the risk appetite again and unite the market consensus. The investment environment in the future is uncertain, but it is expected that China's policies will take the initiative, the fundamentals will be improved, and the marginal improvement of A-share performance will be accelerated, which will drive the market to spiral.


PEEK is booming, and real estate e-commerce is hard to stay.-Outlook for the market outlook: At present, the market is still waiting for a clearer policy signal, and trading tends to be light, but the whole market is for better trading, and there is little short-term market risk. With the approach of the important conference window in December, it is expected to repair the risk appetite again and unite the market consensus. The investment environment in the future is uncertain, but it is expected that China's policies will take the initiative, the fundamentals will be improved, and the marginal improvement of A-share performance will be accelerated, which will drive the market to spiral.


.Today, let's talk about the stock market on December 9. This Monday, the stock market was like a naughty doll, which kept shaking and shrinking. The Shanghai Composite Index has been lost, but the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are not much better, with one falling by 0.55% and the other by 0.81%. As soon as it opened, it opened lower. As for individual stocks, it fell more than it rose, and the main force still had a net outflow of 23.4 billion yuan. However, the market was a bit of a backbone, breaking through the trend pressure and gaining momentum there. In terms of sectors, it can be very lively. Robots, AI applications, and CRO are as strong as chicken blood. That is to say, the concept stocks of PEEK materials, Zhongyan shares and Xinhan new materials have all risen by almost 20%, and Walter shares and Zhongxin fluorine materials have a direct daily limit. Weichuang Electric, the concept of synchronous reluctance motor, and Sanfeng Intelligent, the concept of humanoid robot, also have daily limit, which can make investors happy. On the other hand, the sectors of real estate, e-commerce and semiconductors are like frosted eggplants, which are weakened under pressure. Let's look at the highlights of individual stocks. Among the constituent stocks of A500 index, vanadium-titanium shares rose by 10.16%, yongtai energy rose by 7.03%, Wuxi PharmaTech rose by 7.44%, and Huifa Food, Kangli Elevator and Donghua Technology also made good gains. What about the market outlook? Now the market is like a puppy waiting for the owner to give orders, waiting for the policy signal. Trading is very light, but it's like the calm before the storm. Only after a good rest can you make a big difference, and there is little short-term risk. Seeing that an important meeting is coming in December, when the risk appetite is repaired and the market consensus is condensed, it will be another beautiful spring. Although the investment environment in the future is like looking at flowers in the fog with strong uncertainty, our national policy will definitely take the initiative to attack, and the fundamental repair will be just around the corner, and the performance of A-shares will get better and better. At that time, the market will definitely fluctuate and go up, and investors will wait to count their money.

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