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In the afternoon, there were different degrees of diving, but in the end, it was the financial force that pulled back a lot. In the end, it was not ruled out that there was a foresight of funds. Oriental wealth once stood on the moving average, and huijin technology rose again and grabbed the end.First, the biggest newsBut then it will be repeated. The 12-day press conference of openai12 can't have no bright spots at all, but there are still things worth looking forward to.

The landmark event of stabilizing the market is that the currency is loose, and whether there is a bull market in stocks, the most important thing is to look at the currency ZZ. Remember that the market is always stacked with liquidity, and as long as there is liquidity, the market will strengthen.To sum up, four key points1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.

The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.Everyone was waiting for the economic conference, but the ZZJ conference set the tone for the economy.The reason why the market is very difficult now is that everyone is worried about the disturbance of various off-market policies and has been waiting for the time window, so the overall performance is very hesitant.