
Likes Received$SSE Index(000001.SH) Yesterday, it was mentioned that the index would first rebound to 3360 and then reduce some positions. Today, it closed at 3363, and it was also predicted that today would be a good start! The basic expected trend is consistent!
Next, it will challenge the 3390 point (plus or minus 10 points). This upward movement needs to be accompanied by higher trading volume. A rebound from the bottom can occur with lower volume, but a further rise requires increased volume. Today's 1.8 trillion trading volume is still insufficient.
The view remains the same as yesterday: the closer it gets to 3400, the more positions should be gradually reduced. Last week was the time to buy low, but at this level, it is temporarily not recommended to add more positions. Wait for next week's major meetings before making further decisions.
There are many important meetings in December, and this rebound is also due to the anticipation of these meetings.
In terms of sectors, the strongest performers today were humanoid robots and the Hainan sector.
Robots---They also surged last Friday, and today, the divergence turned into consensus. There are many catalysts in the sector's news. If the hype continues, pay attention to the rotation between high and low positions. Core stocks should remain unaffected, but mid-tier stocks may face elimination.
Consumer goods---Food and beverages remain strong. As the year-end approaches, the consumer sector itself has expectations for a rally, which is a common theme for year-end performances. As mentioned last night, the liquor sector saw some stocks hit the limit-up today, but pure liquor stocks have yet to show significant movement. Continue to wait for rotation.
Hainan---The Hainan sector surged due to news-driven catalysts. Most of the stocks that were supposed to rise today have already done so. Those who didn't enter today may find it risky to chase tomorrow, as the sector's capacity is relatively small, and the funds flowing in are insufficient. Most are just looking for short-term gains. Tomorrow will be a day of elimination, and those without early positions need not pay attention.
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