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2024-12-14 01:09:58
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2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!So how should we treat the opportunities and risks in the current market? Let me tell you my views.The weekly chart shows that liquor has been in such a downward channel, so the two red points circled by me in the chart, one is the high point on October 8 and the other is the high point on November 12, corresponding to the market turnover of 3 trillion and 2.6 trillion respectively at that time, and liquor will face this pressure again tomorrow. If its turnover cannot exceed before, it will not be able to break through this trend line. Then, with the news of the meeting, I have doubts about the sustainability of the whole consumption sector. Even if it can rise tomorrow and Friday, I am worried that it is taking advantage of the megaphone effect on the weekend. After all, consumption is the sector that can't afford scrutiny, the most uncertain performance and the most fantastic speculation.


So how should we treat the opportunities and risks in the current market? Let me tell you my views.Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.I don't want to argue about right and wrong here, but let everyone understand the current market style. The current market is no longer the semiconductor, medicine, liquor, new energy, automobile, brokerage, food and household appliances and orderly rotating market before 2021. Now the funds are all thieves. Thanks to the unprecedented liquidity, they are all staring at a theme concept, that is, a wave of fierce competition, and then the news will fall to the ground to bet who will have it. The smaller the ticket, the more favored it is by funds. Nobody wants to be sedan chair, the former white horse stock and blue chip stock. This is the market style at present and even for a long time to come.


I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.Although countless people, such as Mr. Li Daxiao, are calling for embracing the market weight of core values every day, millions of big V's remind small-cap stocks of the risks every day, and call attention to the switching of large and small tickets every day, but for several months, I haven't seen the switching, or even the signs of switching. In the past few months, the rise of small tickets has reached a new high every day without looking back, and the weight headed by SSE 50 has almost never looked back after hitting a high on October 8.1) The average share price shows that the market is full of upward momentum!

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