(1) First, the signal of policy release is very strong. After all, it is the first time in 14 years that "moderate easing" has been mentioned. It is said that there is no bear market under the release of water. Now we are not releasing water, but moderate easing means the appropriate way. If there is sufficient liquidity, the market trend is slow cattle;Including technology, will also rise with emotions.Many people have no confidence and belief, that is, they don't understand the intention of the policy enough, including many people who are worried about diving today. As I said in the session, a team also has institutional support and uses brokers to adjust the index. What is the purpose?
Big finance must drive the index to rush. Chinese brokerage stocks in the Hong Kong stock market rose sharply this afternoon, so tomorrow with brokers in their hands is happy. If the brokers in your hands are ambushed in advance, then when they rise sharply tomorrow, as long as they are not daily limit, they can reduce their positions appropriately. (Slow bull market, brokers generally do not continue to break out)Real estate, today's real estate market fell the most, the space fell out, and there will be rising capital tomorrow.(2) Second, the consumption that everyone cares about is also directly boosted. This is a very heavy signal, and next year's big consumption is bound to show. In the short term, although the consumption data still needs time to pick up, I have confidence in consumption.
1. I'm glad that we were not scared off by the sharp drop in the market today. This morning, we dived near the closing, and many people thought that it would fall sharply in the afternoon. I wrote several times in the intraday trading today that we should treat it normally, and the market trend is still fluctuating upward, so there is nothing to worry about.Large consumption is also going up. Expanding domestic consumption is the main line of next year, and it is also the policy direction, and the funds will do it;First, judging from the external performance after the market closed, the market didn't soar before three o'clock, which shows that it is very good to keep the news secret, and only those who dare to play games can know it. Tomorrow, the opening of the A-share market will inevitably make up for the increase.
Strategy guide
12-13
Strategy guide
Strategy guide
12-13
Strategy guide
12-13
Strategy guide