Therefore, the arbitrage attribute of institutions remains unchanged, and retail investors have always been regarded as opponents; Hot money still relies on sufficient liquidity to do a great job. Today, it is active, and AI applications, robots, and consumer receipts are all dominated by hot money.3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.The Ultimate AI Domains application and robot: no analysis. Be cautious tomorrow and the day after tomorrow.
3. Domestic substitute semiconductors: quite satisfactory, and there is no big loss effect. Furthermore, the incident of countering NVIDIA last night was beneficial to domestic substitution, but it was covered by the great benefits of the conference and will ferment later. Keep watching.III. Four major sectors and leading stocks (for emotional use only)Contemporary Amperex Technology Co., Limited and Stellantis set up a joint venture company, investing over 4 billion euros to build a battery factory in Spain. First of all, this is a new mode of exploring the sea; Furthermore, the cooperation with Stellantis is mainly to supply lithium iron batteries. The introduction of Ferrous lithium phosphate parity technology will drive a new round of electrification in Europe, and the penetration rate of overseas Ferrous lithium phosphate will be accelerated from 0 to 1, which means that it will be possible to replicate our 2020.
Today's short positions are almost released, so tomorrow's trend is very important.The index is the same as yesterday's. Don't look at A50, Hong Kong stocks, and China's average. If it is tripled, it will rise more and more, and their normal position will be at the beginning of November. So it is roughly estimated that today's opening is also in that position. So that kind of opening limit, it is impossible to drive above 3,500 and above 3,600.Shanghai supports mergers and acquisitions of listed companies. It is mentioned that we should focus on the three leading industries of integrated circuits, biomedicine and artificial intelligence, sort out the list of potential key M&A target enterprises, and organize high-quality listed companies to connect with the target enterprises.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13