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).Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.The market finally ushered in a breakthrough on Friday, and a big triangle consolidation from October 8 to now has basically ended. This is only the Shanghai Stock Exchange Index, while the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are still in the process of triangle consolidation, so it is still difficult to form a consistent upward expectation. In the future, the probability will be mainly divided, and there will be no overall upward trend.
Friday's market was flat before 10:30, so the market enthusiasm was ignited again, thus the increase in volume broke through this triangle arrangement.Securities Times article: Don't speculate on "homophonic stalks". Blind speculation is harmful to obtaining long-term investment returns. The official media have voiced their voices, which means that these chaos in the market will be standardized in the future, and it is also a kind of vigilance and protection for investors.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.According to market sources, a number of photovoltaic companies have signed a self-discipline convention. In this regard, a number of photovoltaic module battery companies confirmed to reporters that they have participated in the signing of the self-discipline convention. The relevant quotas will be set from next month based on the shipments and production capacity of various enterprises this year.News surface
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13