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2024-12-14 04:55:26

Fourth, chip semiconductors: After all, technological innovation leads the new quality productivity is also in the second place, and it is a matter of life and death!As a matter of fact, the opponent has not taken less chips during this time!The market has to go at its own pace-remember when I said this month was a time window for long positions?


Second, AI and AI application: master the band rhythm and do more low-level startup varieties;Before, how many times, in the case of big profits, did you smash the plate greatly? These are vivid! Many people say, "Don't people want to make money with their capital?" This is true in general, but if it is a "war", you can't think like this. Every time, the voice outside will fill the expectation in advance and pull it high, and once it lands, it will never be "less than expected" or "not more than expected". Then smash the plate! ! !Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;


2, stabilize the property market: just say it. It's just that I've been doing it this year. I have said many times that the property market is "stable" rather than "accelerated", because the property market is not only related to the wealth of ordinary people, but also directly affects whether there are systemic risks in the macro economy.What will happen tomorrow?Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!

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