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Second market directionThe logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.Second, my point of view

The first index level1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.

First, the biggest newsSudden at night! There is another big news in the securities market, and A shares will be fully fired tomorrow and Tuesday.What needs to be considered is whether tomorrow's high-opening gap will be filled. If it is not filled, then it will be the second stage of the bull market, and it is expected to see the position of 3750 at the end of December or before the Chinese New Year.