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2024-12-13 16:30:22

Returning to the capital market, the breakthrough of Google's quantum computing is the same as a sudden technical breakthrough before, and it is difficult to produce a sustained rise after news stimulation. Unless we can see the realization of commercialization expectations in the future, then this imagination space will be enormous.We also talked about the market in detail. Here, we can refer to the trend after October 8. Because it is mild here, the downward adjustment here will not be too deep, and there is no need to worry too much. After all, after 10.8 days, it is a big triangle accumulation, which has been accumulated for nearly two months. This breakthrough will definitely not end so soon.In terms of transaction volume, it has also shrunk to 1.7 trillion yuan again, which is 420 billion yuan less than that on Tuesday. This shows that the driving effect of funds on expectations is obviously weakening. If we really want to get out of the sustained rise, we still need obvious improvement in various data of economic environment fundamentals.


I believe that if the quantum computer can be commercialized in the future, it is expected to be no less than the new energy vehicle, which is a historic moment for the whole computer industry.Returning to the capital market, the breakthrough of Google's quantum computing is the same as a sudden technical breakthrough before, and it is difficult to produce a sustained rise after news stimulation. Unless we can see the realization of commercialization expectations in the future, then this imagination space will be enormous.Small-cap stocks were generally active in the market yesterday, while the heavyweights were generally weak. In fact, it was mainly because Tuesday's gains were generally high and low, and most heavyweights came out to take advantage of the trend of good shipments, so it was completely understandable that they were not strong.


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).This is just like the previous new energy vehicles. The concept of new energy vehicles existed many years ago, and there were many kinds of news, and the market was often speculated, but it was always difficult to get out of the trend market. When the new energy vehicles can really be commercialized, the new energy vehicles will usher in a huge wave, and all kinds of new energy-related enterprises will also usher in a glorious moment.Market aspect

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