In Saturday's article and this morning's [A-share news], Jun Ge clearly pointed out that the main force to make A-shares last Friday was the Shanghai and Shenzhen 300ETF, and it was the national team hidden behind the Shanghai and Shenzhen 300ETF! The reason why the national team chose to enter the arena last Friday is that Politburo meeting of the Chinese Communist Party has great benefits; The second is to maintain stability and prevent the A-share market from falling sharply during the meeting.In your brother's view, these two reassurances have released a very important policy signal!Politburo meeting of the Chinese Communist Party held to release two heavy signals! Name the stock market and the property market! A50 skyrocketed!
In terms of Hong Kong stocks, the Hang Seng Index was quickly pulled up by 2% from 3: 18, and the housing stocks in Hong Kong stocks strengthened in late trading, and Rongxin China rose by more than 10%; The Hang Seng Science and Technology Index rose sharply by 4%; FTSE China A50 index futures rose by more than 4%; China ETF rose more than 10% at night when it was 3 times richer ...During this period, many investors are worried that the economic growth rate is less than expected, and that the economic recovery is too fast, and the future policy support will decline. This mentality of being swayed by considerations of gain and loss is the main obstacle that causes the A-share market to hesitate. This Politburo meeting of the Chinese Communist Party meeting is the first time in 14 years that a "moderately loose" monetary policy has been set again, which is equivalent to removing a big stone in the hearts of bulls!
Once the domestic economic recovery falls short of expectations in the fourth quarter of this year, the top management will continue to increase all kinds of economic stabilization policies to ensure the smooth operation of the domestic economy in the first quarter of next year! In fact, this point can also be found in the Xinhua News Agency article. When it comes to fiscal policy, the Xinhua News Agency article shows that there is still more room for borrowing in China at present; When it comes to monetary policy, the Xinhua News Agency article shows that the counter-cyclical mediation of monetary policy will continue to increase in the future!From these two sets of inflation data and the PMI data released in November, we can see that in recent months, although high-level officials have continuously introduced a large number of measures to stabilize the economy, the recovery speed of China's economic fundamentals is not fast. As a result, many investors will question whether we can successfully complete the economic growth target set by the top management at the beginning of the year in the fourth quarter.Once the domestic economic recovery falls short of expectations in the fourth quarter of this year, the top management will continue to increase all kinds of economic stabilization policies to ensure the smooth operation of the domestic economy in the first quarter of next year! In fact, this point can also be found in the Xinhua News Agency article. When it comes to fiscal policy, the Xinhua News Agency article shows that there is still more room for borrowing in China at present; When it comes to monetary policy, the Xinhua News Agency article shows that the counter-cyclical mediation of monetary policy will continue to increase in the future!
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13