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Yesterday, the theme was still dominated by the concept of robots and consumption. Of course, there was also a daily limit of local stocks in Shanghai, because Shanghai introduced an action plan to support mergers and acquisitions of listed companies, which lit a fire for the theme of restructuring. Since Shanghai took the lead, other cities may follow suit, and perhaps another round of map speculation is coming, so Shanghai local stocks can be tracked as a leader. It may be a new trend to see if it can replace the robot line.If the US dollar cuts interest rates next week, the details behind us will be faster and more powerful. Then the US dollar cut interest rates may become an opportunity for Big A to start the three-wave market, which is in line with the expected outbreak in late December a few days ago. I think the probability is very high.

In the realization stage, I don't think it's suitable to chase after the board stocks and the market leaders. This kind of market sentiment changes too quickly and extremely, which is usually difficult to control, so it's better to lurk the stocks with hot themes and wait for the rotation. Of course, if you can identify them at the initial stage of the theme, you can chase after the hot spots, and you can definitely eat big meat at this stage.

Continue to waitIn the realization stage, I don't think it's suitable to chase after the board stocks and the market leaders. This kind of market sentiment changes too quickly and extremely, which is usually difficult to control, so it's better to lurk the stocks with hot themes and wait for the rotation. Of course, if you can identify them at the initial stage of the theme, you can chase after the hot spots, and you can definitely eat big meat at this stage.