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The non-agricultural rebound in November in the United States exceeded expectations, and the unemployment rate rose slightly, pushing up the probability of interest rate cuts this month.Zhong Yu, the former chairman of Kangdexin, was sentenced to 15 years in prison and fined 20.2 million yuan. Kangdexin's financial fraud has harmed countless investors. Although the financial fine is not huge, 15 years' imprisonment is definitely the most severe punishment for A shares, which is definitely enough to shock.

The non-agricultural rebound in November in the United States exceeded expectations, and the unemployment rate rose slightly, pushing up the probability of interest rate cuts this month.News surfaceThis shows that the funds in the market are recognized for such expectations, so it is definitely no problem to rely on expectations here. Naturally, it is no problem to see effective breakthroughs. Unless there is nothing beyond expectations at the meeting, the market may fall back into the triangle arrangement again, otherwise it will continue to be optimistic.

Long-term direction: real estate, kitchen appliances, chicken raising, food, zinc, good free cash flow, high dividends, high dividends, and growth (don't blindly pursue high dividends, be wary of varieties with high dividends and low dividends, and wait for the callback to stabilize and intervene).In fact, the market should have been constrained in this way a long time ago. Many industries are prone to various kinds of production capacity, and an industry with good results is hard to survive because of various price wars, which also leads to a very long period for the whole industry to recover.At present, photovoltaic is more of a restorative rise in destocking, and it is difficult to get out of the trend market again. Unless new demand breaks out, expectations should not be too high.