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Early review on August 29, continue to wait see adjustment. Short-term holdings of Jiejia and Huada. In the afternoon, increase the storage of photovoltaics. Long-term: Central (29), Moutai (1700), Yao Ming (105), Aixu (14), Hang Seng Technology (5100) are expected to raise interest rates again. Carbon neutrality in Europe can only temporarily affect the development of new energy sources. The more carbon burned, the stronger the logic of photovoltaics in the future. The drop last week was much larger than expected, which is essentially a problem of international liquidity, and big finance has to come out to support the market. Now the market strategy is very simple. It is basically impossible for the index to fall systematically. While holding the chips in hand, waiting for the main line to be repaired. Don't look elsewhere. There is no point in the short-term, continue to wait. See you at noon. |