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2024-12-13 04:45:42

The non-agricultural rebound in November in the United States exceeded expectations, and the unemployment rate rose slightly, pushing up the probability of interest rate cuts this month.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).


While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.The non-agricultural rebound in November in the United States exceeded expectations, and the unemployment rate rose slightly, pushing up the probability of interest rate cuts this month.Different from previous weekends, this weekend's news revealed several important signals, which will drive the market to become more and more mature. The market finally ushered in a new breakthrough on Friday, and a new market will be launched.


In fact, the market should have been constrained in this way a long time ago. Many industries are prone to various kinds of production capacity, and an industry with good results is hard to survive because of various price wars, which also leads to a very long period for the whole industry to recover.Good is coming! Xinhua news agency once again issued a heavy signal! The policy is expected to strengthen.This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.

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