ⅴ) Institutional viewpointⅢ) Individual stock analysis..... In terms of individual stocks, the number of rising stocks exceeded 2,000, and the number of daily limit stocks exceeded 100. PEEK material concept stocks broke out, and Zhongmou shares and a new material had a daily limit of 20cm, while Womou shares and Zhongmou fluorine materials had a daily limit. Robot concept stocks remained strong, with the brightest performance, and more than 20 stocks such as Kemou Sensing had daily limit. The application direction of AI is partially active, and Fumou holds 20CM3 connection board. CRO concept stocks were once strengthened by favorable stimulus, and a drug Kant rose more than 6%. In terms of decline, real estate stocks began to adjust, and Hua was happy to fall.
Personal re-offer is for reference only.Ⅱ) Plate aspectIn terms of industry funds, as of the close, the net inflow of instruments, automobiles and precious metals ranked high, of which the net inflow of instruments was 757 million.
Guosheng Securities Research Report believes that overall, the policy in the past two months has continued to focus on steady growth, steady confidence and stable real estate, with seven specific focuses. In the short term, the Politburo meeting and the Central Economic Work Conference will be held in turn in the near future, which will generally determine the policy tone and overall deployment next year. The research report predicts that in 2025, the overall policy tone will be more expanded, more active, more powerful and dry, and it should continue to "guarantee 5%" and may add "promoting price recovery"; The key to expanding domestic demand is the central government's efforts to increase leverage. We will continue to promote the stability of "property market and stock market", and there may be new expressions on "external environment, economic situation, fiscal expansion, consumption, storage and storage, infrastructure expansion and population".ⅴ) Institutional viewpoint..... Today, the three major A-share indexes diverged, and the Shanghai Composite Index oscillated and sorted out, and received a small Yin cross star, which was partially pulled back from the early session to the close. We can see that the support of the main funds is still there, and the Growth Enterprise Market index is weak. As of the close, the Shanghai Composite Index fell 0.05% to close at 3402.53 points; Shenzhen Component Index fell 0.55% to close at 10,731.66 points; The growth enterprise market index fell 0.81% to close at 2248.63 points. The turnover in Shanghai and Shenzhen stock markets exceeded 1.63 trillion yuan, a decrease of more than 150 billion from last Friday. In addition, judging from the number of daily limit boards in the whole A market, there has been a certain degree of decline recently, and all the strong stocks in early trading today have experienced a sharp drop, and the activity of hot money may be in a state of convergence. At the same time, the market's expectation for heavy meetings may be in the process of price in, and the transaction volume remains at a certain level. Therefore, the market vitality still exists. However, with the passage of time, the defensive mentality of the market is also emerging.
Strategy guide 12-13
Strategy guide
12-13