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2024-12-13 12:01:58

In the evening, the CPI data released by Laomei was in line with expectations, and the market's expectation that Laomei would continue to cut interest rates next week rose to 97%. Then the US dollar index rose ahead of schedule, and non-US currencies fell again. In the evening, large US technology stocks took the Nasdaq to the 20,000 mark for the first time!There are great internal differences among consumption, AI and robots in the short term, and the funds are switched internally, which can only remind everyone not to chase after the rise. Follow the funds to make a low board and lower expectations, fast-forward and fast-out. After all, when the tide really ebbs, the comparison is who runs fast.There is still a problem to remind everyone, although the small ticket has gone up again recently, but high-priced stocks have nuclear buttons every day. Yesterday, most of the consumption, AI and robots were dominated by the first board hype, and the funds switched between the above sectors, but the influence was really average.


There are great internal differences among consumption, AI and robots in the short term, and the funds are switched internally, which can only remind everyone not to chase after the rise. Follow the funds to make a low board and lower expectations, fast-forward and fast-out. After all, when the tide really ebbs, the comparison is who runs fast.Yesterday, the shrinkage of A shares was weak, and the differences between large and small-cap stocks continued to expand. Even in the end, the CSI 1000ETF was still heavy. Recently, hot money and quantification have obviously controlled the market initiative, while machine ticket purchase has been obviously marginalized. So how will A shares go today?There are great internal differences among consumption, AI and robots in the short term, and the funds are switched internally, which can only remind everyone not to chase after the rise. Follow the funds to make a low board and lower expectations, fast-forward and fast-out. After all, when the tide really ebbs, the comparison is who runs fast.


There is still a problem to remind everyone, although the small ticket has gone up again recently, but high-priced stocks have nuclear buttons every day. Yesterday, most of the consumption, AI and robots were dominated by the first board hype, and the funds switched between the above sectors, but the influence was really average.Technically, as I have repeatedly suggested in the article, Tuesday's false negative line is a small high point. Before there is no counter-package to recover lost ground, the market estimates that Xiaoyang Xiaoyin has a high probability of continuing to shake and consolidate, so don't expect a big rise or a big fall, lower expectations, and try the market.Now is the New Year's Eve monster stock game vs. National Nine Articles, and institutions will definitely not take over in these directions! So it's basically hot money and quantitative initiation, and then after pulling a few boards, I throw the chips to the retail investors who chase high. I don't know how many of the 300 billion board-playing funds are now in the pockets of hot money and quantification.

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