While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.Good is coming! Xinhua news agency once again issued a heavy signal! The policy is expected to strengthen.This shows that the funds in the market are recognized for such expectations, so it is definitely no problem to rely on expectations here. Naturally, it is no problem to see effective breakthroughs. Unless there is nothing beyond expectations at the meeting, the market may fall back into the triangle arrangement again, otherwise it will continue to be optimistic.
This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).Penalties for violations of laws and regulations have increased, driving the market to be more standardized.
Several important signals. . .According to market sources, a number of photovoltaic companies have signed a self-discipline convention. In this regard, a number of photovoltaic module battery companies confirmed to reporters that they have participated in the signing of the self-discipline convention. The relevant quotas will be set from next month based on the shipments and production capacity of various enterprises this year.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.
Strategy guide
12-13
Strategy guide 12-13