Abstract: judging from the current market rotation style, the plates with undervalued value and relatively stable performance are more likely to rise in rotation, while the science and technology concept speculation theme still has a strong breakthrough in the short term and can continue to focus on it.
1、 Today’s strategy
Focus on the concept of big consumption and science and technology
2、 General trend study
On December 22, the market fluctuated and differentiated, the Shanghai Stock Index weakened slightly, and the gem continued to rebound; The market as a whole continues the trend of shock and upward return. Even if there is repetition and correction in the future market, considering the historical experience of technology and the current situation of abundant market liquidity, there is still a high probability of cashing in the cross-year market at the end of the month.
Plate rotation was active, most plates rose, consumer electronics, traditional Chinese medicine and cloud games strengthened, while real estate, which led the rise yesterday, led the correction. From the current market rotation style, the plates with undervalued value and relatively stable performance are more likely to rise in rotation, while the science and technology concept speculation theme still has a strong breakthrough in the short term and can continue to focus on it.
(Dexun Zhenggu)
