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Recently, two big coupons have been excavated in the direction of new quality productivity. One is July 1 E, which is stable at ten points in three days; There is also the fact that Guanghatong X rose by 15 points in intraday trading yesterday, all of which are the concept of communication+state-owned enterprise reform. What Lao Liu wants to say is that you can eat meat even if you are familiar with the transaction.Today, there is a high probability of watching black Thursday, holding positions for a day and not operating!There is still a problem to remind everyone, although the small ticket has gone up again recently, but high-priced stocks have nuclear buttons every day. Yesterday, most of the consumption, AI and robots were dominated by the first board hype, and the funds switched between the above sectors, but the influence was really average.

Recently, two big coupons have been excavated in the direction of new quality productivity. One is July 1 E, which is stable at ten points in three days; There is also the fact that Guanghatong X rose by 15 points in intraday trading yesterday, all of which are the concept of communication+state-owned enterprise reform. What Lao Liu wants to say is that you can eat meat even if you are familiar with the transaction.Now is the New Year's Eve monster stock game vs. National Nine Articles, and institutions will definitely not take over in these directions! So it's basically hot money and quantitative initiation, and then after pulling a few boards, I throw the chips to the retail investors who chase high. I don't know how many of the 300 billion board-playing funds are now in the pockets of hot money and quantification.Today, my specific operation is as follows:

There are great internal differences among consumption, AI and robots in the short term, and the funds are switched internally, which can only remind everyone not to chase after the rise. Follow the funds to make a low board and lower expectations, fast-forward and fast-out. After all, when the tide really ebbs, the comparison is who runs fast.However, these batters don't suffer from pain, and it is estimated that this rhythm will not stop. There is not much we can do. As I said in the inner circle yesterday, if you want to play the board, you must be prepared to eat the limit every other day. If you have this expectation, you can still play. If you don't have the ability to accept it, you can do your own transaction with peace of mind.Today, there is a high probability of watching black Thursday, holding positions for a day and not operating!