Chapter 345 It’s time to have gold everywhere

Tuesday, November 19, 2024.

Jisilu temperature: 20.96, Shanghai Composite Index: 3324.88 points.

2024 is about to pass,

2025 is coming,

New Year, New Atmosphere.

In the new year, the target will be judged according to the valuation of the new year.

Many stocks are already very expensive if calculated using the valuation in 2025.

There are also stocks that are still very cheap if calculated using the valuation in 2025.

It can be said that there is gold everywhere.

Time is constantly changing,

The future is becoming increasingly unpredictable.

We use our limited knowledge to speculate about the unknown future.

Certainty is becoming increasingly important.

Certainty has a premium.

The reason why Moutai has enjoyed a PE of up to 30 times for a long time is because of its high certainty.

Therefore, now that the market is fluctuating around 3,300 points, it is the best time to carefully select targets and patiently sow seeds.

Second only to the historical bottom at the end of September.

Yesterday's news:

1. ECB board member Muller: "Interest rate may be cut by 25 basis points in December."

There should be no doubt that the EU will cut interest rates in December.

If the data from the US is normal, the interest rate should be cut by 25 basis points.

To ensure that the Biden administration can maintain its superficial appearance,

However, on January 20, Trump will take office, and everything will become turbulent.

There are so many variables that it’s hard to predict.

There are two extreme situations that require precautions:

One possibility is that the various new policies implemented by Trump, such as tariff disputes, trade barriers, technology wars, etc., will continue to trigger hyperinflation.

Another possibility is that this new policy will directly destroy the American financial system, leading to the collapse of U.S. stocks, U.S. bonds, and even U.S. banks, causing a financial crisis.

2. "The Trump administration will make 'full self-driving' a priority, and Tesla once rose nearly 9%."

Xiaomi’s automotive business generated nearly 10 billion yuan in revenue in a single quarter.

The automotive industry around the world is developing rapidly.

Be sure to stay away from listed fuel vehicle companies and their supply chains, which are a black hole.

By the way, do a survey.

Fellow stockholders, if you have the ability and must buy a car worth RMB 250,000 to RMB 500,000 in the next year,

Would you choose a fuel vehicle, a new energy vehicle, or a smart connected vehicle?

What brand would you choose?

Today's market:

The Shanghai Composite Index opened at 3324.88 points, and then fell below 3300 points, with the highest drop exceeding -1%.

After that, it continued to rise and closed up 0.67% at 3346.01 points.

The strong stocks in the early stage rebounded across the board, with many stocks closing at the upper limit. The non-ferrous metals sector performed well.

There have been very few updates in the past two days.

Because the blogger has been thinking and calculating,

How to plan for next year.

The blogger firmly believes that next year will be a bull market.

There is no doubt about it.

This guarantees that in the next year, as long as we do not speculate in the short term, we will not lose money.

What we need to solve now is which target will have better performance in 2025.

A few months ago, the blogger began to shift his positions to an offensive position.

Now I find that it is still not enough.

So, these days, given the certainty of the future, and the resilience,

The blogger continued to shift positions and strengthen his offensive positions.

Before, I had a strong cycle.

Later, it became a colored car on the left hand and a smart car on the right hand.

Now, it has become small hands with colored glasses and big hands with smart cars.

The stock market is full of turbulence and uncertainty. Investors should be prepared, choose the right path, and act with integrity.

Every time you do an operation, you should use your heart and pen, calculate, and ask yourself,

How much money can this company make in the future?

What will be the PE of this company in the future?

Is it worth it at this price now?

Instead of blindly following the trend and copying homework.

Making money is hard.

It requires not only tremendous efforts, but also the tide of the times, and more importantly, it requires constant updating of one's cognition.

Otherwise, if your cognition cannot keep up and you make a big mistake, it will be like falling into the abyss and there will be no recovery!

There are risks in the stock market, so be cautious when investing.