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2024-12-13 04:36:28

Penalties for violations of laws and regulations have increased, driving the market to be more standardized.The market finally ushered in a breakthrough on Friday, and a big triangle consolidation from October 8 to now has basically ended. This is only the Shanghai Stock Exchange Index, while the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are still in the process of triangle consolidation, so it is still difficult to form a consistent upward expectation. In the future, the probability will be mainly divided, and there will be no overall upward trend.On the evening of December 7th, Xinhua News Agency published an article "What do you think about the steady growth of monetary policy-the fifth question and answer on China's current economy". The article is concise, and the future monetary policy will continue to intensify counter-cyclical regulation and control, continuously improve the accuracy and effectiveness of supporting the real economy, and create a good monetary and financial environment for stable economic growth and structural optimization and adjustment.


Securities Times article: Don't speculate on "homophonic stalks". Blind speculation is harmful to obtaining long-term investment returns. The official media have voiced their voices, which means that these chaos in the market will be standardized in the future, and it is also a kind of vigilance and protection for investors.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.


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).Zhong Yu, the former chairman of Kangdexin, was sentenced to 15 years in prison and fined 20.2 million yuan. Kangdexin's financial fraud has harmed countless investors. Although the financial fine is not huge, 15 years' imprisonment is definitely the most severe punishment for A shares, which is definitely enough to shock.Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.

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