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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.Several important signals. . .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.

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.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).News surface

Several important signals. . .News surfacePenalties for violations of laws and regulations have increased, driving the market to be more standardized.