1) The quantity and energy are already worse than before.I see these three waves, that is, when the funds have finished a band, they give up the previous top funds, and there is no idea at all to say that they want to release the high chips in the previous period. That is to say, the market is constantly exploring new hot spots, but it is determined not to save the previous top funds.I don't know if you have noticed the volume of the market in the last half month. In fact, it has not reached 2 trillion transactions for 18 consecutive trading days!
There are many other teams holding positions, such as Guimao, Zijin, CSSC and Yi Zhongtian, all of which hit a high on October 8 and fell all the way.So let's take it easy. If everyone thinks it's a place of opportunity, who is losing money? You can't play mahjong with four people, but you all win money, right?The driving force of the market comes from some messy small-cap themes such as robots, supply and marketing cooperatives, retail and AI applications every day, but we can't see the effective rotation of several mainstream sectors such as military industry, new energy, liquor, medicine, semiconductors and automobiles, which proves that the capital nature of the market is speculation, not value investment.
2) unsustainable and unhealthy rotation of platesThen I know that countless people are full of blood at the moment, empty positions are patting their thighs, Man Cang is looking forward to which villa to buy, and leeks have shouted that 4000 points is the starting point of the bull market. I'm sorry, I'm going to pour cold water on you and tell you something that I think is the truth, but you don't like it so much.So let's take it easy. If everyone thinks it's a place of opportunity, who is losing money? You can't play mahjong with four people, but you all win money, right?