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1. The overall situationAfter the Federal Reserve cut interest rates all the way, we have more and more room to move. I expect that the RRR cut and interest rate cut will follow in 2025, further stimulating the economy and the stock market. Both at home and abroad are loose, and the market will be flooded with money. The bull market in 2025 is obvious!5: The brokerage sector is rising, Internet finance is rising, and the good play is still behind!


At present, more than 100 ETFs of CSI A500 are coming one after another, and no fund has ever had so many products. This is the biggest strength of the market's continuous strength and slow cattle!Consumer stocks were a little strong in early trading, which was mainly due to the early deduction of favorable expectations, because this time consumption was put in the first place, even ahead of technology, which showed that it was real, not just talk.


Many people stare too much at the index and are blinded by the illusion. Although the 10.8-day high has never passed, but if you look at individual stocks, two-thirds of them have exceeded the 10.8-day high, and the market has not yet broken through, which is the drag of Baima heavyweights!Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!After Tuesday's profit, it was really ugly to go high and go low, but Wednesday's commitment was very strong, and it was a spontaneous purchase in the market. Without any funds, it directly received the positive line. This is the rhythm of anti-package, which is essentially different from the trend on 10.8. If you have to compare, everyone looks at June 19, 2019, which is the most appropriate.

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