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.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.
December 13th Morning Post: Heavy landing, be careful to cash in the risks!December 13th Morning Post: Heavy landing, be careful to cash in the risks!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.
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.Today, my specific operation is as follows: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.