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.Before the US stock market closed on Friday (December 6), the employment situation report released by the US Bureau of Labor Statistics showed that the non-agricultural sector rebounded sharply in November, which was stronger than market expectations, and the unemployment rate rose to 4.2% as scheduled. According to specific data, the number of non-agricultural employees in the United States increased by 227,000 in November after the seasonal adjustment, the largest increase since March, higher than the market expectation of 200,000, and the data in October was revised from 12,000 to 36,000.Executives of photovoltaic module battery enterprises: Self-discipline convention has been signed, and production capacity will be controlled next month.
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).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.
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.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.Friday's market was flat before 10:30, so the market enthusiasm was ignited again, thus the increase in volume broke through this triangle arrangement.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13