August 8, All Ice, Focus on Opportunities for Divergence

time:2023-01-30 05:17:52source:chakarski.com author:Individual stock analysis
August 8, All Ice, Focus on Opportunities for Divergence

See more. Short-term holding Jiejia. Long-term: Central (29), Moutai (1700), Yao Ming (105), Aixu (14), Hang Seng Technology (5100) Except for chips on Friday, Quanbing's market is really rare. If the sector is really persistent, you should buy at the first divergence, or buy at a low price during intraday divergence, such as Huada. Including many times the new has also done catalysis here, whether it is spillover or the emergence of (similar) carbon neutrality has to continue to see. Except for IGBTs, semiconductors are all hype, and the main concern is whether the wind and solar storage direction has been repaired. Including the US cpi situation on Wednesday, according to the previous oil price logic, there must be a clear decline in line with expectations. If not, it proves that the consumer cpi is also high, so it is still possible to continue to raise interest rates vigorously. But I personally prefer to fall back, and the overall interest rate hike is developing in a weakening direction. If this logic continues, it is still possible to see a strong trend of the market this year, and the third quarter is still expected. The social financing data should be paid attention to. The basic expectation is not very good. If the market does not fall sharply after meeting the expectations, the index trend may show an inflection point. Full ice last week, a new cycle could emerge. See you at noon.
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