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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.Second, my point of viewInstitutions continue to run, and the opening hour depends on the rescue team to support the index. Oil, banks and three major telecom operators are the supporting roles; For ten minutes, I couldn't resist throwing pressure, and I took a wave of rapid diving, which was caused by the random spread of small compositions.

Tomorrow's strategyThe 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.The theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.

What needs to be considered is whether tomorrow's high-opening gap will be filled. If it is not filled, then it will be the second stage of the bull market, and it is expected to see the position of 3750 at the end of December or before the Chinese New Year.First, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.1. 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.