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News surfaceLong-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).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.

Penalties for violations of laws and regulations have increased, driving the market to be more standardized.Good is coming! Xinhua news agency once again issued a heavy signal! The policy is expected to strengthen.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.

This means that the probability of interest rate cuts is increased, the interference of not cutting interest rates is reduced, and more help is added for the market to choose an upward breakthrough.Market aspectAt 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.