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The market finally ushered in a breakthrough on Friday, and a big triangle consolidation from October 8 to now has basically ended. This is only the Shanghai Stock Exchange Index, while the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are still in the process of triangle consolidation, so it is still difficult to form a consistent upward expectation. In the future, the probability will be mainly divided, and there will be no overall upward trend.While the market is gradually standardized, we can also see the long-term trend of the market from the side, and it is more oriented to return to the value itself. Therefore, we should also make preparations in advance and move closer to this direction. When the market clearly turns in this direction, there may be no good opportunities.This shows that the funds in the market are recognized for such expectations, so it is definitely no problem to rely on expectations here. Naturally, it is no problem to see effective breakthroughs. Unless there is nothing beyond expectations at the meeting, the market may fall back into the triangle arrangement again, otherwise it will continue to be optimistic.

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.On the evening of December 7th, Xinhua News Agency published an article "What do you think about the steady growth of monetary policy-the fifth question and answer on China's current economy". The article is concise, and the future monetary policy will continue to intensify counter-cyclical regulation and control, continuously improve the accuracy and effectiveness of supporting the real economy, and create a good monetary and financial environment for stable economic growth and structural optimization and adjustment.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.

The market finally ushered in a breakthrough on Friday, and a big triangle consolidation from October 8 to now has basically ended. This is only the Shanghai Stock Exchange Index, while the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index are still in the process of triangle consolidation, so it is still difficult to form a consistent upward expectation. In the future, the probability will be mainly divided, and there will be no overall upward trend.In fact, the market should have been constrained in this way a long time ago. Many industries are prone to various kinds of production capacity, and an industry with good results is hard to survive because of various price wars, which also leads to a very long period for the whole industry to recover.Before, we also said that a breakthrough here must be broken by a strong external force, and now the breakthrough stems from the important benefits that everyone has conveyed to the meeting. As long as the content of the meeting has not landed, such an expectation can be taken for a while, and the breakthrough here can also be regarded as an effective breakthrough.