There is no way to be short of money at the end of the year, so try to avoid these reduction targets.III. Four major sectors and leading stocks (for emotional use only)The Ultimate AI Domains application and robot: no analysis. Be cautious tomorrow and the day after tomorrow.
III. Four major sectors and leading stocks (for emotional use only)4. Low-altitude economy, HarmonyOS's ecology, solid-state batteries, commercial aerospace, etc.: Today, we are turning against the trend. Next, we can pay attention to whether robots and AI applications take over the cold rice after the ebb tide. In short, at the end of December, don't give too high expectations, do more arbitrage and less play.Now, in terms of strategic stock selection, we have to choose those tickets with the best flexibility at the end of September, and those without liquidity have become immortal stocks; The root cause here is that a lot of funds enter the market through ETF funds, so ETF constituent stocks can be more active than other stocks. If non-ETF constituent stocks have no hot money to play, they are in the state of fairy stocks.
Today, it is obvious that the organization smashed it.First, the biggest newsContemporary Amperex Technology Co., Limited and Stellantis set up a joint venture company, investing over 4 billion euros to build a battery factory in Spain. First of all, this is a new mode of exploring the sea; Furthermore, the cooperation with Stellantis is mainly to supply lithium iron batteries. The introduction of Ferrous lithium phosphate parity technology will drive a new round of electrification in Europe, and the penetration rate of overseas Ferrous lithium phosphate will be accelerated from 0 to 1, which means that it will be possible to replicate our 2020.
Strategy guide 12-14
Strategy guide
Strategy guide 12-14
Strategy guide
12-14
Strategy guide
Strategy guide
12-14
Strategy guide
12-14