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(1) First, there was an obvious shrinkage in the opening today. My understanding is that I bought what I should have bought yesterday and sold what I should have sold yesterday. Today, the market has risen, and everyone will not be so impulsive. Therefore, the main funds in the venue are self-directed.Domestic substitution and expanding domestic demand, in essence, is not the corresponding technology and big consumption? The direction has been given to everyone above, so you can just wait for the trend to make money.But it didn't go up yesterday, but it went up today. Why?

First, we must maintain the recognition of slow cattle, because only if you recognize that it is a slow bull market, can you insist on holding shares and take more positions at the low position.Today's A-share shrinkage is too obvious. Don't expect to get out of the anti-package, and it is not allowed to do so now. Institutions will definitely exert their strength when the market is calm. Today is the slow cow that meets the above requirements, but when the mood is calm, the quantity will also come down. How to understand it?It has a lot to do with it. If the exchange rate continues to depreciate unilaterally, it will make the whole market less confident in China's assets. If the exchange rate is stable, if it appreciates properly, it will attract some foreign capital to enter the market, and it will also be conducive to the appreciation of China's assets, and the stock market is no exception.

(2) Second, the appreciation of RMB exchange rate is obvious today. Yesterday's trend made everyone dissatisfied, but yesterday's exchange rate performance was very firm. Some people say that the exchange rate strength has anything to do with investors?Now it is the hope of the above that the stock market will rise, and that technology and consumption will rise. This is not difficult to understand. What is difficult is whether you have the patience and confidence to hold these.3. Generally speaking, today's shrinking and counter-pumping is basically formed, so it is ok to hold shares in the directions mentioned above.