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第二轮经济刺激政策放出，能否迎来确定性牛市？Can the release of the second round of ecoSSE:000001 12月3日发了对上证指数的浅谈，大致意思是不用慌，大盘杀跌也无需一惊一乍，技术面已经形成支撑，宏观已经烂透了第一轮经济刺激政策没有强有力的落地，明显还有二波经济刺激政策，收盘发布政策确实太狗，让那些先知先觉的资金大佬们明天直接获利，又想让广大苦命散户抬轿子接盘？ 所以，保持客观理性的交易逻辑很重要。 目前看上证指数技术面3645-3740处于主力抛压区，到达3743点才算有效突破 On December 3, I published a brief discussion on the Shanghai Composite Index. The general idea was that there was no need to panic, and there was no need to be shocked by the market crash. The technical side has formed support, and the macroeconomic situation is rotten. The first round of economic stimulus policies has not been implemented effectively, and there is obviously a second wave of economic stimulus policies. It is really too stupid to release the policy at the close of the market. Let those big fund bosses who are foresighted directly profit tomorrow, and want the majority of poor retail investors to carry the sedan chair and take over? Therefore, it is important to maintain an objective and rational trading logic. At present, the technical side of the Shanghai Composite Index is in the main selling pressure zone of 3645-3740, and it will be considered an effective breakthrough when it reaches 3743 points.
OANDA:CN50USD
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别装了，起来了吧！Stop pretending and get up!别装了！603359 冻住生态 说的就是你！ 哦不对，是东珠生态 概念： PPP概念、雄安新区、园林开发、美丽中国、节能环保、碳中和、乡村振兴、土壤修复、新型城镇化、水利、碳交易、殡仪服务、民企 政治局会议指出，支持上市公司并购重组。 1、网传公司董事长曾表示作为一家生态环保企业，目前已经到了亟待转型升级的瓶颈期，打算寻找新的战略合作伙伴。 2、公司是林业碳汇领域的龙头公司。 3、公司拥有水利水电工程施工总承包一级资质，业务涵盖生态湿地保护、水环境治理、市政景观、国储林、森林公园等板块，是一家集投融资运营、规划设计咨询、林碳开发管理、生态环境治理为一体的综合性强、专业度高的生态修复与治理服务商。 4、公司承接通海县杞麓湖流域农村生活污水治理工程EPC项目。柳州市柳南区流山镇流山村等 3 个村耕地提质改造项目、罗山县乡村振兴生态修复项目总承包等项目按计划正常建设推进中。 5、江西浪涛实业发展陵园行业，旗下的青山陵园是江西南昌市经营时间最长的墓园之一。总占地面积超17万平米，现存及规划墓位合计超过7万个。 Stop pretending! 603359 Freeze Ecology is talking about you! Oh no, it's Dongzhu Ecology. Concepts: PPP concept, Xiongan New Area, garden development, beautiful China, energy conservation and environmental protection, carbon neutrality, rural revitalization, soil remediation, new urbanization, water conservancy, carbon trading, funeral services, private enterprises. The Political Bureau meeting pointed out that it supports mergers and acquisitions of listed companies. 1. The chairman of the company once said that as an ecological and environmental protection enterprise, it has reached a bottleneck period that urgently needs transformation and upgrading, and intends to find new strategic partners. 2. The company is a leading company in the field of forestry carbon sinks. 3. The company has the first-level qualification for general contracting of water conservancy and hydropower engineering construction. Its business covers ecological wetland protection, water environment management, municipal landscape, national reserve forest, forest park and other sectors. It is a comprehensive and highly professional ecological restoration and governance service provider integrating investment and financing operations, planning and design consulting, forest carbon development management, and ecological environment management. 4. The company undertakes the EPC project of rural domestic sewage treatment project in Qilu Lake Basin, Tonghai County. The projects of improving the quality of cultivated land in Liushan Village, Liushan Town, Liunan District, Liuzhou City and other three villages, and the general contracting of the ecological restoration project for rural revitalization in Luoshan County are being constructed and promoted as planned. 5. Jiangxi Langtao Industrial Development is developing the cemetery industry. Its Qingshan Cemetery is one of the longest-running cemeteries in Nanchang, Jiangxi. It covers a total area of ​​more than 170,000 square meters, with a total of more than 70,000 existing and planned graves.
SSE:603359做多
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奥克股份：听说我要被举高高？Oak : I heard that I am going to be lifted奥克：失去的爱要回来了吗？ 包含概念： 乙二醇、太阳能、分布式发电、电解液、宁德时代概念、光伏概念、污水处理、固态电池、柔性屏(折叠屏)、锂电池概念、民企、创业板 OaK : Is the lost love coming back? Concepts included: ethylene glycol, solar energy, distributed power generation, electrolyte, CATL concept, photovoltaic concept, sewage treatment, solid-state battery, flexible screen (folding screen), lithium battery concept, private enterprise, GEM
SZSE:300082做多
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金汇得手：下周行情预测20241208 美元指数本周收十字星，下周估计还是大区间震荡，关注106.7-105.3区间破位，下破看104.9，上破看107.4，大概率不会破位。周五探底回升，周一关注105.5-106.2区间。 黄金本周整体波动不大，单看周线可涨可跌。阻力2653附近，不破可以做空。行情如果再站稳2657，估计还会上2680甚至2700，触及可以继续空。 如果行情走弱，支撑先看本周低点2613附近，这个位置一旦有效下破2605大概率挡不住，还会去2576甚至更低。周五非农数据，早盘急跌反弹，晚间区间震荡为主，日线最终收十字星。不管周线还是日线，走势都不是特别明朗，个人倾向主空辅多操作。周一可以接近周五高点空，接近周五低点多。 操作建议：2645-2613未破位前高空低多，早盘关注2635-2630区间破位。非农给出2630-2626多单，建议接近日内高点空。 原油原油本周冲高回落，周线收长上影阴线。结合月线，下周倾向反弹空操作。阻力68.2附近，不破可以做空，强阻力本周高点70.5。支撑66.6附近，一旦有效下破，估计还会去65.3甚至更低。昨天68.5附近受阻回落，日线收后阴，正常周一还有低点。反弹68.2空，走弱的话接近67.5先空，目标66.6破位再看0.5-1美金。
FOREXCOM:XAUUSD
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四大候选“安”字辈，谁能脱颖而出 "Four 'An' Generation Candidates: Who Will Rise从多个维度来分析这几家"安"字股票的投资价值与机遇（个人原创，请勿转载） 1. 安源煤业（600397） 行业背景：作为传统煤炭企业，受益于能源结构转型期煤炭需求仍具韧性。但要特别关注: 公司能否在智慧矿山、清洁煤炭利用等方面实现技术升级 产业链延伸布局，如煤化工、新材料等高附加值领域的拓展 环保政策对传统煤炭企业的约束与转型压力 2. 安凯客车（000868） 转型契机：新能源客车领域具备一定竞争力，关注以下几点： 纯电动、氢燃料电池等新能源客车产品线布局情况 与宁德时代等头部电池企业的合作深度 智能网联技术应用进展 海外市场拓展能力 3. 天安新材（603725） 发展潜力：新材料行业符合国家战略方向，重点观察： 高性能改性材料的研发进展 在新能源汽车、5G通信等新兴领域的市场渗透 产能扩张与技术创新的投入强度 与下游龙头企业的协同效应 4. 永安林业（000663） 转型空间：林业资源具有稀缺性，但需要关注： 林业碳汇市场的政策机遇把握 木材精深加工、生态旅游等产业升级方向 ESG投资趋势下的发展机遇 土地资源的价值释放潜力 成为牛股的关键要素分析： 1. 产业政策支持度 新能源、新材料、碳中和等国家战略导向 地方产业扶持政策的力度 行业监管政策的影响 2. 技术创新能力 研发投入强度与转化效率 核心技术团队的稳定性 知识产权布局情况 3. 市场竞争格局 细分领域的市场份额与增长空间 产业链议价能力 品牌影响力与客户认可度 4. 财务健康度 营收增长的可持续性 毛利率水平与趋势 现金流状况 资产负债结构 5. 管理团队执行力 战略规划的清晰度 资本运作能力 危机应对能力 6. 估值与市场表现 相对估值水平 股价技术面走势 机构持仓动向 市场情绪因素 投资建议： 1. 分散配置 不同"安"字股布局不同赛道 结合各自行业周期特点 控制单只个股仓位 2. 动态调整 密切关注产业政策变化 季报业绩验证 及时止损止盈 3. 长期跟踪 建立企业观察档案 定期复盘分析 把握重大转机 总体来看，这些"安"字股各具特色，都面临转型升级的机遇与挑战。能否成为真正的牛股，关键在于企业自身能否把握行业发展机遇，实现质的飞跃。投资者需要客观评估各家公司的基本面，结合市场环境，合理配置，严格风控。 提醒注意： 1. 以上分析仅供参考，投资需谨慎 2. 建议投资者深入研究个股基本面 3. 需要关注市场风险，合理控制仓位 4. 投资组合要适度分散，不可过于集中 I'll translate this comprehensive analysis of the "An" (安) character stocks into English, maintaining the depth and structure of the original text. Investment Value and Opportunities Analysis of "An" Stocks from Multiple Dimensions 1. Anyuan Coal Mining (600397) Industry Background: As a traditional coal enterprise, benefiting from resilient coal demand during energy structure transformation. Key focus points: - Whether the company can achieve technological upgrades in intelligent mining and clean coal utilization - Industrial chain extension and expansion into high-value-added fields like coal chemistry and new materials - Environmental policy constraints and transformation pressures on traditional coal enterprises 2. Ankai Bus (000868) Transformation Opportunities: Possessing certain competitiveness in new energy bus sector, focusing on: - Layout of pure electric and hydrogen fuel cell bus product lines - Depth of cooperation with top battery enterprises like CATL - Progress in intelligent networked technology applications - Overseas market expansion capabilities 3. Tian'an New Materials (603725) Development Potential: New materials industry aligns with national strategic direction, key observations: - R&D progress in high-performance modified materials - Market penetration in emerging fields like new energy vehicles and 5G communications - Investment intensity in capacity expansion and technological innovation - Collaborative effects with downstream industry leaders 4. Yong'an Forestry (000663) Transformation Space: Forest resources have scarcity, but need to focus on: - Capturing policy opportunities in the forest carbon sink market - Industrial upgrade directions like wood deep processing and ecological tourism - Development opportunities under ESG investment trends - Potential for land resource value release Key Factors for Becoming a High-Performance Stock: 1. Industrial Policy Support - National strategic guidance in new energy, new materials, carbon neutrality - Intensity of local industrial support policies - Impact of industry regulatory policies 2. Technological Innovation Capabilities - R&D investment intensity and conversion efficiency - Stability of core technical teams - Intellectual property layout 3. Market Competition Landscape - Market share and growth space in细分 segments - Industrial chain bargaining power - Brand influence and customer recognition 4. Financial Health - Sustainability of revenue growth - Gross profit margin levels and trends - Cash flow status - Asset-liability structure 5. Management Team Execution - Clarity of strategic planning - Capital operation capabilities - Crisis response capacity 6. Valuation and Market Performance - Relative valuation levels - Stock price technical trend - Institutional holding dynamics - Market sentiment factors Investment Recommendations: 1. Diversified Allocation - Layout different tracks among "An" stocks - Consider industry cycle characteristics - Control single stock position 2. Dynamic Adjustment - Closely monitor industrial policy changes - Verify quarterly performance - Timely stop-loss and profit-taking 3. Long-term Tracking - Establish enterprise observation files - Regularly review and analyze - Capture major transformation opportunities Overall Perspective: These "An" stocks each have unique characteristics and face transformation opportunities and challenges. The key to becoming a true high-performance stock lies in the enterprise's ability to seize industry development opportunities and achieve qualitative leaps. Investors need to objectively assess each company's fundamentals, consider market environment, allocate rationally, and strictly control risks. Important Reminders: 1. The above analysis is for reference only; investment requires caution 2. Investors are advised to conduct in-depth research on individual stock fundamentals 3. Market risks must be monitored, and positions reasonably controlled 4. Investment portfolios should be moderately diversified, avoiding excessive concentration​​​​​​​​​​​​​​​​
SSE:600397
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1
今年这个安字辈能不能成妖，下周走势很关键从几个时间维度分析永安林业(000663)的走势能否成为今年“安”字辈大牛 （往年九安医疗，西安饮食，东安动力...）： 1. 短期走势： 当前价格在6.28元附近，形成了一个小幅盘整的态势 近期成交量较为平稳，没有明显放量迹象 短期支撑位在5.89-6.01区间 2. 中期走势： 从周线来看，股价在5.97-6.35之间波动 整体呈现出一个震荡上行的态势 有多个价格支撑区间，显示有一定的底部支撑 3. 长期走势： 从月线图看，过去两年股价在6-8元区间震荡 整体波动幅度相对较大，说明存在一定投机性 关于是否有大涨可能的分析： 优势因素： 目前股价处于相对低位区域 形成了较好的技术支撑位 成交量虽然不大但较为稳定
SZSE:000663
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1
BTC3年一个周期，每次都是12月开启下跌行情，这次会不会历史重现！！！12月下跌情有可原，因为btc是风险资产，西方的圣诞节是一个非常隆重的节日，高净值人群那个时候都会清仓放假，但这不傻主要原因，主要原因是自2021年的巅峰69000后，直至24年12月已经严重滞涨了，期货市场虽然是天然的多头市场，但是美元增量资金参与，行情摇摇欲坠，本人观点是已经2次测试本轮多头重要防守位，下跌的性价比已经不具备了，因为再次下跌势必需要更深的位置才能产生流动性，但是如果跌破了多头的重要共识价位，底部获利盘就会出现止盈天量卖单，就算是主力也不敢轻易试探这个防守位，因为拉升是需要成本的，不过本轮自48800的底部筹码已经完成了换手，所以只有一条路走那就是继续延续多头行情，但是如果出现滞涨行为，底部获利盘+时间局限性，依然会产生巨量卖盘，就看主力能不能接得住本轮的获利盘抛压了。
CRYPTO:BTCUSD
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3