(3) Third, some institutions have started to work today, and consumption, medicine, real estate, and semiconductors have all increased. These are all obvious institutional styles.It has a lot to do with it. If the exchange rate continues to depreciate unilaterally, it will make the whole market less confident in China's assets. If the exchange rate is stable, if it appreciates properly, it will attract some foreign capital to enter the market, and it will also be conducive to the appreciation of China's assets, and the stock market is no exception.Domestic substitution and expanding domestic demand, in essence, is not the corresponding technology and big consumption? The direction has been given to everyone above, so you can just wait for the trend to make money.
If you choose the right direction, the rest is the problem of holding shares. If you don't find the right direction, you will increase your workload.So yesterday, when everyone was full of confidence, the organization went to smash the plate. Today, confidence is lacking, and institutions are expanding consumption, real estate, and technology. These are just the directions supported by policies, such as stabilizing the property market and the stock market. Aren't these the directions that are rising today?Today's A-share shrinkage is too obvious. Don't expect to get out of the anti-package, and it is not allowed to do so now. Institutions will definitely exert their strength when the market is calm. Today is the slow cow that meets the above requirements, but when the mood is calm, the quantity will also come down. How to understand it?
Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.Everyone still tries to choose the direction of holding shares and wait patiently for the policy to be fulfilled.It's not to say that every time I see a good thing or a big rise, I just want to buy it, so I may be chasing high every time.