August 1 Chaos period, several concerns

time:2022-12-09 19:07:50source:chakarski.com author:Individual stock recommendation
August 1 Chaos period, several concerns

There are too many uncertainties right now. Short-term holding Jiejia, Ningbo. Long-term: Zhonghuan (29), Maotai (1700), Yao Ming (105), Aixu (14), Hang Seng Technology (5100) The short-term profit in July did not reach the target. surroundings. It is necessary to wait for a certain visit to Asia to determine the market price. Funding concerns are the same as the eve of the goose black a few months ago, and the market still has to go through a stage of chaos. The trend of automobile JAC is at a new high, and there are obvious signs of capital operation. At present, the trend of energy storage is in the direction of Deye, the wind in htj is in Jingshan, and the integration of Guangdong. Energy Storage is concerned about the feedback from the maiden voyage. Affected by the report, consumption has fallen sharply in a row, and it is still difficult to make a sustained rebound in this area if economic expectations are not met. If this argument does not change, the rebound in the United States will end. The logic of the robot is gradually clear. The Huawei Vision Conference on the 8th, the Shijie Robot Conference on the 18th, and Tesla released a humanoid robot in September. Pork has rebounded in a decent way, futures have risen sharply, and forward premiums have been raised. This week, we will focus on sustainability. See you at noon.
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