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2024-12-14 05:05:44

I have repeatedly stressed from my articles in August and September this year that it is a great opportunity and the starting point of a bull market. At that time, I called on everyone in the circle to bargain-hunting for small tickets in Man Cang. So until today, the small-cap theme of our positions is still the strongest direction in the market. We are still holding shares with peace of mind while eating a lot. Unconsciously, CSI 2000 has reached the highest point in two years.Although there is pressure around 22.20, as long as the market's rise is not abrupt, it can follow the rhythm similar to that of the last two days every day, that is, don't talk about it easily, and everyone must not be confused by the mixed stock reviews.With regard to consumption, everyone knows the current consumption situation. The capital speculation, education, pet economy, cinema, snacks, millet economy, and the concept of Pinduoduo and Tik Tok are also confirming this logic. When I have time, I can talk more about the dilemma we are facing. That is to say, you should not just watch the excitement, but understand the current consumption situation, which is no longer a house, a car, home appliances, and a rough road.


And micro-disk stocks are even crazier than Nasdaq.Although there is pressure around 22.20, as long as the market's rise is not abrupt, it can follow the rhythm similar to that of the last two days every day, that is, don't talk about it easily, and everyone must not be confused by the mixed stock reviews.


With regard to consumption, everyone knows the current consumption situation. The capital speculation, education, pet economy, cinema, snacks, millet economy, and the concept of Pinduoduo and Tik Tok are also confirming this logic. When I have time, I can talk more about the dilemma we are facing. That is to say, you should not just watch the excitement, but understand the current consumption situation, which is no longer a house, a car, home appliances, and a rough road.Today's leading industries are all from the consumer sector. The surge in consumption is undoubtedly a rush to run the meeting, but unfortunately, the news of this meeting has just landed at 20 o'clock, and there is no reference to consumption exceeding expectations.Everyone knows that consumption is the face of the king of consumption-liquor plate, but if I show you the weekly chart of liquor plate, you will understand why I have always been cautious about this plate.

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