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The core direction is definitely securities and online gold, diversified finance, and growth sectors.1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.As we said at noon, considering the shrinking market, it can't stand this kind of diving.

Then the index will break through the platform tomorrow, and there is no suspense in the high opening and general rise;What needs to be considered is whether tomorrow's high-opening gap will be filled. If it is not filled, then it will be the second stage of the bull market, and it is expected to see the position of 3750 at the end of December or before the Chinese New Year.The theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.

Everyone was waiting for the economic conference, but the ZZJ conference set the tone for the economy.First, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.Morning rhythm