Chapter 335: In a bull market, greed and hope are indeed more crazy

Monday, November 4, 2024.

Jisilu temperature: 14.64, Shanghai Composite Index: 3275.68 points.

A short essay on robots on the weekend.

On Monday, Smart Race hit the daily limit – so good!

But it is also really speechless.

Perhaps this is the weirdness of the bull market.

Funds need an outlet to vent.

All performance and valuations are thrown behind the mind. Only eye-catching topics are the most moving.

Li Feng drank tea and looked out the window at the two roads in the distance.

Sure enough, in a bull market, greed is the most crazy (offensive).

However, behind greed lies fear and chaos (defense).

If you want to go further and more steadily on the road of investment, you can’t rely on just one path; you need another path to support you…

Because, at all times, we need to maintain sufficient sensitivity to domestic and foreign fiscal and monetary policies.

In order to escape from this market as much as possible in the next crazy bull market top area,

In order to achieve this effect, you must hold a certain, or even a large, position to observe.

Only by holding on to the middle way and adhering to the right path can one achieve extraordinary results.

Thinking, thinking...

Unconsciously, these two very different, even divisive investment paths slowly merged together...

Yin and Yang complement each other.

1. A critical week.

This week is an extremely critical week for the capital market.

In terms of its importance, it may be second only to the confrontation between China and the United States in financial and monetary policies in September.

Now, let's take a look at the timeline:

Monday: November 4-8, domestic meetings,

Tuesday: November 5th, the results of the US election will be announced.

Wednesday: November 7-8, Federal Reserve interest rate meeting.

Please note that these key times are all on trading days, and each time will cause huge shocks to domestic and foreign capital markets.

2. The second batch of CSI A500 ETFs has been approved and will be issued as early as November 5.

According to rumors, the current issuance amount of index funds in my country's capital market has surpassed that of equity funds.

In the future, it is very likely that investing in index funds will become a mainstream choice for investors.

Because, on the one hand, it can avoid the ability risk and moral risk (rat trading) of fund managers, and on the other hand, it can also reap the dividends of index growth (economic growth).

Stable and satisfying.

Standing in the present, looking to the future.

The blogger personally believes that it is very likely that many investors will not be able to outperform the CSI A500 ETF in this bull market.

3. The price of Feitian series has increased.

Watch a show.

4. BYD announcement: Passenger car sales exceeded 500,000 units in October.

The industrial giants are working at full speed to continuously crush the domestic and foreign markets. For the Japanese and German markets dominated by fuel vehicles, struggling is useless and futile.

5. Berkshire Hathaway reduced its holdings of Apple shares by nearly 50% in the second quarter and another 25% in the third quarter.

The offensive and defensive situations are different.

This month HW will release MATE70, which will be another heavy blow to Apple.

It’s funny to say that in the last bear market and this bull market, whether you like it or not, the market is crazy about the HW concept.

From chips, semiconductors, smart cars, to today's robots and so on.

In the capital market, traffic is also king.

Traffic = capital.

This is also why the "leading strategy" is often mentioned in the capital market.

Because only this so-called "leading" can attract the most attention and the most funds to raise its price.

As for this dragon head, it doesn’t matter whether it has value or not.

The essence of the "leading strategy" is traffic and capital.

Instead of the so-called K-line, volume and price, themes, performance, etc.

6. Cailianshe: "OPEC+ agreed to postpone the production increase plan originally scheduled for December by one month."

They use their power to "regulate" market prices.

Today's market:

Auto stocks took the lead, while previously strong stocks fell collectively, and the non-ferrous metals sector, which soared in the previous trading day, had a one-day trip.

The market first fell and then rose, regaining 3,300 points.

The market is hesitating and looking forward to the future.

Shareholders exchange:

1. "One Night Tent": Does the hidden thread rotate or advance in parallel?

The two main investment lines are like yin and yang.

Dark lines can be bright, and bright lines can be dark.

Greed and fear, intertwined and parallel.

2. "Awan who loves spicy and sour potato shreds": Will A-shares continue to hover around 3,000 points in the next three years, or will they break through and move upward?

It is a bull market now, there is no doubt about it.

In the future, the index will be at least 4,000 points.

As for the time, we can see it by the end of the year at the earliest and next year at the latest.

Standing in the future and looking back at the present, the calf has just begun to show its horns.

Before I knew it, it was time to close.

Today, I believe all stock investors have made good gains.

I think the blogger is pretty good at bragging, so I'm just urging him to update more.