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2024-12-13 05:34:44

..... industry capital flow: 814.2 million yuan net inflow of food and beverage.CICC's research report on December 9 said that grasping the "market at the end of the year and the beginning of the year", the A-share "outsole" is taking shape. Looking forward to the market outlook, the positive tone of the Politburo meeting in December is expected to help "the market at the end of the year and the beginning of the year". On the profit side, the recently released PMI, fiscal revenue and expenditure, profits of industrial enterprises, home appliance sales and many other data show that China's economic growth momentum has improved marginally. On the policy side, since the end of September, China's policies have been significantly overweight. Many ministries and commissions have launched a number of steady growth policies around local government debt, promoting the real estate market to stop falling and stabilize, benefiting people's livelihood and promoting consumption, and investors' policy expectations have improved significantly. Considering the current macro-environment at home and abroad, the shortage of effective domestic demand is still the main contradiction, and the marginal increase of overseas pressure is prompting the countercyclical policy to be further overweight. The Politburo meeting will continue to actively set the tone and guide the economic work next year, which will help boost investor confidence.Ⅲ) Individual stock analysis


Ⅱ) Plate aspectPersonal re-offer is for reference only.ⅴ) Institutional viewpoint


..... Industry sectors rose more and fell less, food and beverage, commercial department stores, tourist hotels, beauty care, Internet services and insurance sectors were among the top gainers, while coal industry, precious metals, public utilities and railways and highways sectors were among the top losers. At the same time, the popularity of robots and artificial intelligence has not diminished.I) market review..... A brand-new day is over, good afternoon, readers and friends! Yesterday, after the closing of A-shares, there was a sudden positive news. FTSE A50 and Hong Kong stocks took the opportunity to pull up. Then this morning, A shares opened 3490 points higher, and plunged directly to the close after the opening. Today, the increase has narrowed to 0.59% and 3422 points. The overall performance is still a little less than expected. I still hear the most weeping and sighing. I still remember that Monday in August last year, it was almost a daily limit for the whole line, and then I dived all the way to kill it. This urine plot, over and over again, haha, despite all this. Returning to the theme, in fact, this morning's A-share diving may be caused by the smashing of the A50 futures index on the one hand, and gradually diving after the A50 futures index opened at 9:00. On the other hand, it is still a profit-taking market. We saw that a food leader also announced the reduction of senior management, which led to a high opening and low going of A shares. However, personally, we don't have to worry too much, because we have a high probability of taking a slow bull market. After the A-shares opened higher, many short-term funds chose to withdraw, which just left a chip for the main force, so tomorrow and the day after tomorrow, A-shares are expected to continue to rise. After all, a full meal is still distinguishable. It doesn't go up much today, but it will continue to go up later. At present, the pressure level above the market is still 3500 at first, and today it is as high as 3494. It is a pity that it was broken by 6 points. However, A shares only broke through 3,400 points last week, and now it is a bit too fast to break through 3,508 points. Today, the main force will oscillate back and forth for a few days at 3450-3500 points, and then break through 3500 points in one fell swoop. Breaking through 3500 points means that the second wave of bull market rise is confirmed, and then it is 3674 points. Personally, I think there is a chance to break through 3500 points this month, and then break through 3674 points near the Spring Festival. In a word, there are still many opportunities now. Well, let time test everything.

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