Today, it is actually very consistent with the characteristics of institutional efforts, because chasing up and down is the characteristic of many retail investors, but institutions generally regard retail investors as their own opponents.Strategically speaking, today's index should be a weak rebound, so the index surprise is not expected.(3) Third, some institutions have started to work today, and consumption, medicine, real estate, and semiconductors have all increased. These are all obvious institutional styles.
(2) Second, the appreciation of RMB exchange rate is obvious today. Yesterday's trend made everyone dissatisfied, but yesterday's exchange rate performance was very firm. Some people say that the exchange rate strength has anything to do with investors?(1) First, there was an obvious shrinkage in the opening today. My understanding is that I bought what I should have bought yesterday and sold what I should have sold yesterday. Today, the market has risen, and everyone will not be so impulsive. Therefore, the main funds in the venue are self-directed.It's not to say that every time I see a good thing or a big rise, I just want to buy it, so I may be chasing high every time.
The main reason is that yesterday's mood was too high, and the organization just had to wait until it calmed down before doing more. Of course, there will be another understanding, that is, the unexpected benefits will make some institutions empty, so some institutions need to continue to collect chips.Domestic substitution and expanding domestic demand, in essence, is not the corresponding technology and big consumption? The direction has been given to everyone above, so you can just wait for the trend to make money.3. Generally speaking, today's shrinking and counter-pumping is basically formed, so it is ok to hold shares in the directions mentioned above.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13