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2024-12-14 01:28:23

Let's briefly talk about yesterday's personal pension and heavy meeting that exceeded expectations, as well as the impact on A shares. Of course, it is purely personal and for reference only!2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.Let's briefly talk about yesterday's personal pension and heavy meeting that exceeded expectations, as well as the impact on A shares. Of course, it is purely personal and for reference only!


Overnight, European and American stock markets were mixed, and the three major indexes of US stocks continued to adjust. The Chinese stock index rose slightly by 0.02%, and the A50 index fell by 0.89%. The external sentiment was negative. Judging from the sudden diving in the A50 session at night, foreign capital is also in line with expectations, so it is necessary to guard against chasing up today.Today, we will continue to wait and see, and now we will wait, or wait for the volume to break through a new high, and then follow the funds to play a new direction; Either wait for the initiative to retreat and digest the daily deviation pressure, and then look for a low-sucking opportunity!4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.


3. Implement special actions to boost domestic demand. I won't say more. The expectation has already landed, but it depends on implementation. Before, the market had expected to issue special treasury bonds to residents to subsidize consumption. Now consumer stocks are accelerating in the short term, so be careful to cash in the risks.Today, we will continue to wait and see, and now we will wait, or wait for the volume to break through a new high, and then follow the funds to play a new direction; Either wait for the initiative to retreat and digest the daily deviation pressure, and then look for a low-sucking opportunity!December 13th Morning Post: Heavy landing, be careful to cash in the risks!

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