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2024-12-13 05:51:27

Good is coming! Xinhua news agency once again issued a heavy signal! The policy is expected to strengthen.Before, we also said that a breakthrough here must be broken by a strong external force, and now the breakthrough stems from the important benefits that everyone has conveyed to the meeting. As long as the content of the meeting has not landed, such an expectation can be taken for a while, and the breakthrough here can also be regarded as an effective breakthrough.In fact, the market should have been constrained in this way a long time ago. Many industries are prone to various kinds of production capacity, and an industry with good results is hard to survive because of various price wars, which also leads to a very long period for the whole industry to recover.


Good is coming! Xinhua news agency once again issued a heavy signal! The policy is expected to strengthen.This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.This shows that the funds in the market are recognized for such expectations, so it is definitely no problem to rely on expectations here. Naturally, it is no problem to see effective breakthroughs. Unless there is nothing beyond expectations at the meeting, the market may fall back into the triangle arrangement again, otherwise it will continue to be optimistic.


At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).Several important signals. . .

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