2024-12-13 23:03:34
12.09 Comments: Written after the meeting.Before analyzing this, we still need to make clear a basic cognition-the financial war between China and magnesium has already started, will exist for a long time, and will surely intensify! This is not throwing the pot at the old magnesium, but the fact!First, implement a more active fiscal policy and a moderately loose monetary policy;
Therefore, tomorrow, regardless of the wind and rain, I will stand still! (No fluctuation in mentality)Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;The Shanghai Composite Index rallied today, but still stubbornly closed above 3,400 points. The Shenzhen Component Index and the Growth Enterprise Market Index fell sharply, falling more than 1% in intraday trading.
At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.Stabilizing the stock market is a new formulation but not a new attitude! ! ! ! ! (Of course, this is an excellent boost to market confidence.)Before, how many times, in the case of big profits, did you smash the plate greatly? These are vivid! Many people say, "Don't people want to make money with their capital?" This is true in general, but if it is a "war", you can't think like this. Every time, the voice outside will fill the expectation in advance and pull it high, and once it lands, it will never be "less than expected" or "not more than expected". Then smash the plate! ! !
Strategy guide
12-13
Strategy guide
12-13