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2024-12-13 12:34:54

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!Therefore, what is lacking at the moment is substantial and beneficial, such as lowering the RRR and cutting interest rates. Technically, my judgment remains unchanged, and the nature of the small high point of 3494 points has not changed. Unless it can be broken through in volume, it will need to be adjusted at that time. If it is short-term, continue to wait and see, and don't blindly chase after it.


December 13th Morning Post: Heavy landing, be careful to cash in the risks!Yesterday, A-shares were still a scene of the resonance of individual stocks and indexes falling back in early trading. As a result, when the news of personal pension at 11 o'clock came out, the market directly exploded! Big finance, which directly benefited, took the lead, not only pulled up the index, but also continued to repair the stocks in the afternoon. Yesterday, it rose again and broke the curse of Black Thursday.Yesterday, A-shares were still a scene of the resonance of individual stocks and indexes falling back in early trading. As a result, when the news of personal pension at 11 o'clock came out, the market directly exploded! Big finance, which directly benefited, took the lead, not only pulled up the index, but also continued to repair the stocks in the afternoon. Yesterday, it rose again and broke the curse of Black Thursday.


4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.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!Recently, domestic-funded institutions have made a large net outflow continuously, and the entry of mysterious funds is not continuous. Therefore, Lao Liu judged that once the incremental funds are insufficient to follow the trend, the market is likely to fluctuate and consolidate, so don't chase after it in the short term, especially in terms of consumption!

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