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Micro-disk stocks hit a new high. When will the market style return to the fundamentals after the significant differentiation of large and small disks?It is difficult for investors who focus on fundamentals to exert their fists and feet in this round of market, and investors who chase small-cap stocks with hot topics make Public Offering of Fund products far behind.[Robots are hot this year! 】

The "seesaw" performance of blue-chip stocks and small-cap stocks is vividly interpreted in this round of market. Large-cap blue chips and core assets with stable operation and better fundamentals have obviously underperformed the small-cap sector of emerging technology sectors.[Robots are hot this year! 】It is worth noting that the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting on December 9 to analyze and study the economic work in 2025. According to industry analysis, the overall tone of this meeting was positive, and the macro policy is expected to continue to increase next year. The meeting put forward "strengthening the regulation of unconventional and countercyclical policies", which was the first time that a major meeting mentioned the word "unconventional", or indicated that the follow-up policy measures would be more diversified. The importance of domestic demand expansion is further highlighted, and the scope and intensity of subsequent consumption promotion policies are expected to increase.

When will the market style switch?From 2024 to the end of the year, with the gradual development of the New Year's market, how will the market style be interpreted? Will there be a switch between large and small disks?SDIC Securities Research Report pointed out that from the perspective of capital, this phenomenon (micro-disk stocks hit a record high) is naturally easy to explain: the core of the incremental fund group is retail hot money, and the pricing power is not in the hands of institutions.