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Summary: Short-term robots and consumption are all very fragmented, so pay attention to high-standard risks! Keep working for a long time!First, the idea of keeping watching more and doing more will not change. This favorable policy is an expectation of loose liquidity in 2025, so it will not completely increase the increase in 2025 at once. Now it is a slow cow, and I am firmly optimistic about the upward trend.1. Yesterday, the market index directly opened higher at 3490 points, which is equivalent to opening higher at 3500 points. The range of opening higher is not very low. After the opening, I didn't choose to directly rush to 3500 points, which also shows that the pace is not so fast. Now it is a slow bull pattern.

At present, the favorable policies are mainly in the four areas of big finance, big consumption, real estate and science and technology, but we can see that these four directions have started to fall with the index after opening higher collectively today.In fact, there is a big difference, because there is a big difference in the amplitude and height of the high opening. In the past, when it was an emotional mad cow, it was basically not controlled. Now it is a controlled slow cow, which has not risen so much and the callback will not be so deep.

Now the policy encourages to stabilize the stock market, which is equivalent to giving the stock market the bottom, not falling anywhere, and actively doing more after the callback, and the final trend is still upward.2. However, compared with the performance of the external market yesterday, the trend of the A-share market after the opening is indeed less than expected, which shows that some domestic institutional funds really have no pattern.At present, the favorable policies are mainly in the four areas of big finance, big consumption, real estate and science and technology, but we can see that these four directions have started to fall with the index after opening higher collectively today.