On December 9, 2024, the stock market was evaluated as follows:And the policy is coming, and it is far-reaching to repair the market.On December 9, 2024, the stock market was evaluated as follows:
PEEK is booming, and real estate e-commerce is hard to stay.-Sector performance: robots, AI applications, CRO and other sectors performed strongly, among which the concept stocks of PEEK materials broke out, while SINAR and Xinhan New Materials rose by 19.98%, while Walter and Zhongxin Fluorescent Materials rose daily. Weichuang Electric, with the concept of synchronous reluctance motor, rose by 14.65%, and Sanfeng Intelligent, with the concept of humanoid robot, had multiple daily limit. And real estate, e-commerce, semiconductor and other sectors weakened under pressure.The stock market has not stopped shaking, and the shrinkage and differentiation are hard to accept.
The Shanghai composite index fell slightly, and the creation of the department was also awkward.-Outlook for the market outlook: At present, the market is still waiting for a clearer policy signal, and trading tends to be light, but the whole market is for better trading, and there is little short-term market risk. With the approach of the important conference window in December, it is expected to repair the risk appetite again and unite the market consensus. The investment environment in the future is uncertain, but it is expected that China's policies will take the initiative, the fundamentals will be improved, and the marginal improvement of A-share performance will be accelerated, which will drive the market to spiral.The stock market has not stopped shaking, and the shrinkage and differentiation are hard to accept.
Strategy guide
Strategy guide
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