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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.After all, the board must be broken or down in the end, and the game is just a personal understanding of funds, emotions and news. It has nothing to do with fundamentals and logic. What is vividly interpreted here is eat small fish, a big fish. When a small fish eats shrimp, the shrimp can only eat dirt.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.

Yesterday, the shrinkage of A shares was weak, and the differences between large and small-cap stocks continued to expand. Even in the end, the CSI 1000ETF was still heavy. Recently, hot money and quantification have obviously controlled the market initiative, while machine ticket purchase has been obviously marginalized. So how will A shares go today?It seems that foreign capital will not return to A-shares for the time being, and the short-term capital will be wrapped up by hot money and quantitative funds. The heavy positions of institutions will continue to lose blood, and the short-term market index is not too strong. Let's focus on the rhythm of individual stocks!Overnight, European and American stock markets were mixed. Except for the slight decline of the Dow, the large-scale technology stocks in the United States basically rose sharply. However, the Chinese stock index bottomed out and fell by 0.94%, and the A50 index fell by 0.01%, and the external sentiment was neutral.

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.After all, the board must be broken or down in the end, and the game is just a personal understanding of funds, emotions and news. It has nothing to do with fundamentals and logic. What is vividly interpreted here is eat small fish, a big fish. When a small fish eats shrimp, the shrimp can only eat dirt.