4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.As of the close, the turnover was 2.2 trillion yuan. Today, some funds have been released. It is not a bad thing to change hands in large quantities, at least it is accepted, so as long as liquidity exists, the market will have expectations.
Today's rhythmPay attention to praise Xin Ge and share bull stocks with everyone every day. Welcome to comment area 518.Shanghai supports mergers and acquisitions of listed companies. It is mentioned that we should focus on the three leading industries of integrated circuits, biomedicine and artificial intelligence, sort out the list of potential key M&A target enterprises, and organize high-quality listed companies to connect with the target enterprises.
Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.Easy to change the world: shareholder Ningbo Yongwu and his concerted action plan to reduce their holdings by no more than 3.05%; Wentai Technology: Wuxi Guolian Integrated Circuit Investment Center, the shareholder, intends to reduce its shareholding by no more than 2%; Guoxin Technology: shareholders such as the National Integrated Circuit Industry Investment Fund intend to reduce their holdings by no more than 3%; Zhiyun Co., Ltd., the company's 2022 annual report contains false records and risk warnings.If it is directly fixed, the expectation will still be there, and it will fluctuate upwards, and there will continue to be opportunities for rotation. If we can't repair it tomorrow, we'll have a hard time. After 12 months, the market will get better gradually.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13