The driving force of the market comes from some messy small-cap themes such as robots, supply and marketing cooperatives, retail and AI applications every day, but we can't see the effective rotation of several mainstream sectors such as military industry, new energy, liquor, medicine, semiconductors and automobiles, which proves that the capital nature of the market is speculation, not value investment.1) The quantity and energy are already worse than before.There are more and more things that don't flow in, and the market is trying to dig out everything that hasn't been dug up. So if there is no main line in a market, there are no hot spots before, and new themes are still being dug up, and the turnover is still shrinking, then what will wait for the market when all the things that can be dug up in this market are dug up? It is self-evident.
2) unsustainable and unhealthy rotation of platesI saw the characteristics of the plate, which made me lose confidence in the height of the market, because if you look at the theme that has led the rise recently, you will find that the speculation in the market is getting more and more leftover.A shares are about to party? Do you see the risks behind it?
3) A team is suspected of leaving because of the small ticket monster stocks all over the sky.2) unsustainable and unhealthy rotation of platesSo let's take it easy. If everyone thinks it's a place of opportunity, who is losing money? You can't play mahjong with four people, but you all win money, right?
Strategy guide 12-13
Strategy guide
12-13
Strategy guide