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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, it can also be regarded as a balanced position of the game between long and short sides. Usually, it won't stay too long in such a position, and you can choose the direction soon, either continue to go up or adjust it again.Strong rise of big consumption, new theme investment?

Strong rise of big consumption, new theme investment?Naturally, there will be selling pressure after unwinding, unless we can break through these two positions in a strong way in the form of Dayang line, so that the quilt cover funds will not think about avoiding risks after unwinding, otherwise there will be a high probability that there will be a relatively large pressure here, and a new rise will not be launched until these pressures are digested.Market aspect

As far as the market is concerned, the rise is definitely popular with everyone, but at the same time, we also need to know that if we go further, November 8 and December 10 will be hit by a huge yinxian line. When we get near this position again, it will inevitably make some funds chasing high untie.In itself, our stock market is the expected advance. If the macro data related to actual consumption released next year is still relatively good, then big consumption can still go a wave.