Analyze market hotspots, daily limit stocks, analyze northbound funds, industry funds and other content tips! Next, please look at the key points:CICC's research report on December 9 said that grasping the "market at the end of the year and the beginning of the year", the A-share "outsole" is taking shape. Looking forward to the market outlook, the positive tone of the Politburo meeting in December is expected to help "the market at the end of the year and the beginning of the year". On the profit side, the recently released PMI, fiscal revenue and expenditure, profits of industrial enterprises, home appliance sales and many other data show that China's economic growth momentum has improved marginally. On the policy side, since the end of September, China's policies have been significantly overweight. Many ministries and commissions have launched a number of steady growth policies around local government debt, promoting the real estate market to stop falling and stabilize, benefiting people's livelihood and promoting consumption, and investors' policy expectations have improved significantly. Considering the current macro-environment at home and abroad, the shortage of effective domestic demand is still the main contradiction, and the marginal increase of overseas pressure is prompting the countercyclical policy to be further overweight. The Politburo meeting will continue to actively set the tone and guide the economic work next year, which will help boost investor confidence.In terms of net outflow, semiconductors and automobiles as a whole rank high, of which the net outflow of semiconductors is 3.928 billion yuan.
Ⅲ) Individual stock analysisⅣ) Industrial capital flow..... 1) NVIDIA was investigated by antitrust, and the main line of domestic chips was clear.
Ⅱ) Plate aspect
Strategy guide
Strategy guide
12-14
Strategy guide
12-14
Strategy guide 12-14