(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;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;(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.(3) The third is to stabilize the property market and the stock market.(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;
But in fact, I still can't wake up some bearish people, because it is the human nature of most people to be bullish and bearish, which cannot be changed.Third, which sectors may rise sharply tomorrow?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?
Strategy guide 12-13
Strategy guide 12-13