Summary: Calm down!
Recently, some economists and commentators have been bragging about the "bull market", and the more spicy one is that "the bull market will definitely come".
I remembered that Mr. Lu Xun said that money can solve 90% of the troubles, but where does the money come from, Lu Xun didn't say.
And in such a "bull market", some people are losing their mentality.
For example, Lao Hu's mentality of stock speculation has changed, when he enters the market, as long as he does not sell, he cannot harvest himself; then as long as the index returns to 3200 points, he can return to his capital; now even if it returns to 3200 points, there is no hope of turning red.
For example, Lao Hu, this should be a common problem for many stockholders, when the operation is not smooth, it is always changing, but it cannot grasp the core of the market.
The essence of the market is actually cyclical reincarnation.
For the index, in the past two decades, it has been a big box shock, and if you want to track the index and outperform inflation, then it is good to do index ETF grid trading.
For the plate, it is called 30 years of Hedong, 30 years of Hexi, there is no best, only the wind just happened, so tightly embrace the main line of the tuyere, and other miscellaneous hairs do not look, this is also what we often say to grasp the main line, grasp the dragon.
After the general direction is set, what remains is more of a flat mentality, doing the run-in of your own personality and model, finding the best model that suits you, and then trading with discipline.
One more thing, if you hold a position in A shares, the probability of losing money in the end is high, so you should carefully reflect on it.
Market hotspots
Flying cars have become the scenery of the Beijing Auto Show, and many car manufacturers at home and abroad have cut into air cars from land cars.
Xpeng Huitian's "Land Aircraft Carrier" split flying car will be available for pre-sale in Q4 2024.
China's stock and bond markets have both received net inflows of foreign capital in September, and foreign giants such as UBS and Goldman Sachs have collectively sung long the Chinese market.
Shanghai launched a 10 billion science and technology innovation relay fund.
SK hynix plans to invest about USD 3.86 billion to build a DRAM chip production base.
Disc review
The market is a little down, is the media and foreign capital bragging about really coming?
In fact, rather than paying lip service, I believe that the data is slowly getting better.
As far as the three major A-share indexes are concerned, the feeling is not obvious, but if you look at Hong Kong stocks, they have risen for 4 consecutive days, an increase of 6.5%, and even the big ticket of the goose factory has risen by 12% this week, and the form has begun to look good, and some people can't help but say that the beggars have finally stood up.
If you want to talk about the pre-holiday effect, the rise of Hong Kong stocks is not weak, so is A-shares still far away?
If you want to look at A-shares, compared with the CSI 300, CSI 500, CSI 1000 and even the micro-cap stock index, it is not bad, of course, it is not strong without volume.
In addition to the index, the overall feeling of performance disclosure is much better than last year, and many CPO, storage, PCB, and chemical industries are all performing well.
Of course, there are also performance thunderstorms, such as yesterday's Tianfu Communication, not only performance thunderstorms, but also reducing holdings, but you find that no, there is no fall limit.
Last year, the closer we got to the end of the month, the more thunderstorms stopped, but you see now, there are very few.
The plate is still rotating, or immeasurably suppressed.
Yesterday, the highest could still come out alive, and there may only be a low-altitude economy, which also determines the mainstream status of the low-altitude economy.
I have also talked about low-altitude innovation at low altitude, and AI on the certainty of performance.
The first wave of low-altitude market is the trend of industrial development and gradually recognized by the market.
Now in the second wave, the market begins to trade the fastest link, that is, certainty (the essence is to recognize the initial commercialization logic), and I believe that the corresponding policies will be accelerated in various places.
Of course, this is logically speaking, looking at Wanfeng's face at a low altitude on the plate, and the amount of energy is also the root of suppressing the theme.
As for AI, the previous divergence points have also been mentioned, the hardware looks at the faces of overseas giants, and before the earnings report is released, the US technology stocks may go sideways to wait for the earnings report;
Domestic AI either looks at the direction of CPO, memory chips, PCBs and other directions with performance certainty, or there are explosive AI applications to break the differences in the industry circle.
After all, if the market wants to further strengthen, it needs to be large, and the big ticket is easy to increase.
In addition, the Beijing Auto Show is coming, and many car companies have recently fermented into the low-altitude, and a new story is about to begin.