The index is the same as yesterday's. Don't look at A50, Hong Kong stocks, and China's average. If it is tripled, it will rise more and more, and their normal position will be at the beginning of November. So it is roughly estimated that today's opening is also in that position. So that kind of opening limit, it is impossible to drive above 3,500 and above 3,600.1. Big consumption: the opening height of Yiming food is the same as that of Panda Dairy 20cm, and the big ticket Yonghui Supermarket is also the same. It is expected that the consumer sector can still be speculated, but it is necessary to play the ticket dominated by hot money, not the institutional ticket. The focus should be on the low-level compensation. At present, the second board and the third board are the main ones, and the second board is somewhat consistent and all are small tickets. You can look at today's resonance.4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.
Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.Easy to change the world: shareholder Ningbo Yongwu and his concerted action plan to reduce their holdings by no more than 3.05%; Wentai Technology: Wuxi Guolian Integrated Circuit Investment Center, the shareholder, intends to reduce its shareholding by no more than 2%; Guoxin Technology: shareholders such as the National Integrated Circuit Industry Investment Fund intend to reduce their holdings by no more than 3%; Zhiyun Co., Ltd., the company's 2022 annual report contains false records and risk warnings.A lot of reductions tonight.
Shanghai supports mergers and acquisitions of listed companies. It is mentioned that we should focus on the three leading industries of integrated circuits, biomedicine and artificial intelligence, sort out the list of potential key M&A target enterprises, and organize high-quality listed companies to connect with the target enterprises.Their leading sectors are all high and low, such as securities, science and technology, medicine, consumption and real estate; You can also look at the data of the dragon and tiger list. The hot money continues to be long and the institutions continue to sell. From the side, we can also see the mentality that institutions and hot money are long and short.Today's rhythm