The first index levelThe 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 mood reversed tonight.
Tomorrow's strategy1. 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.
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.Second, my point of view4. Other directions: Let's not talk about it. Otherwise it will be chaotic. Look at technology and brokers first.
Strategy guide 12-13
Strategy guide 12-13