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2024-12-13 04:32:49

2) The consumer sector has risen, but it should be noted that the news of the meeting has landed!It is still a potential track that has not been paid attention to by the market, or an opportunity for low-end stocks in popular tracks to make up. A really good hunter is good at observation, patience and waiting.So how should we treat the opportunities and risks in the current market? Let me tell you my views.


Today, when I saw that those who sell kitchen utensils, diapers, pine nuts and duck necks are all soaring, I saw that more of them are risks. I don't think these things are going to be reversed. This kind of hype must be that risks outweigh opportunities. I have read all three of their quarterly reports, and it is definitely an indescribable dangerous smell.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.I don't want to argue about right and wrong here, but let everyone understand the current market style. The current market is no longer the semiconductor, medicine, liquor, new energy, automobile, brokerage, food and household appliances and orderly rotating market before 2021. Now the funds are all thieves. Thanks to the unprecedented liquidity, they are all staring at a theme concept, that is, a wave of fierce competition, and then the news will fall to the ground to bet who will have it. The smaller the ticket, the more favored it is by funds. Nobody wants to be sedan chair, the former white horse stock and blue chip stock. This is the market style at present and even for a long time to come.


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.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.The weekly chart shows that liquor has been in such a downward channel, so the two red points circled by me in the chart, one is the high point on October 8 and the other is the high point on November 12, corresponding to the market turnover of 3 trillion and 2.6 trillion respectively at that time, and liquor will face this pressure again tomorrow. If its turnover cannot exceed before, it will not be able to break through this trend line. Then, with the news of the meeting, I have doubts about the sustainability of the whole consumption sector. Even if it can rise tomorrow and Friday, I am worried that it is taking advantage of the megaphone effect on the weekend. After all, consumption is the sector that can't afford scrutiny, the most uncertain performance and the most fantastic speculation.

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