1. This time, boosting consumption and expanding domestic demand are put in the first place, which is basically consistent with the official media preheating. But I emphasized this piece yesterday. It's not that everyone doesn't want to spend, but that they don't have money to spend. It depends on whether the money issued by the special national debt can be cashed in, which will benefit big consumption in the short term, but the overall increase of this piece is really not small. Don't blindly chase after it.In a word, I will take the opportunity to make a downward adjustment today! In particular, some small tickets are a good time to take advantage of profit!4. For the first time, the extraordinary countercyclical adjustment was put forward, and it was clearly named for the first time to stabilize the stock market and the property market. There are several points that we should treat dialectically:
Overnight, the external stock markets were mixed, and the three major indexes of the United States weakened collectively, while the Chinese stock index rose by 8.35% and the A50 index rose by 0.84%. The external sentiment was obviously beneficial to China assets. Therefore, there is no suspense in opening higher today, but if the opening is too large, it is not a good thing.Secondly, the status of the stock market has obviously risen, but the last 500 billion swap facility+300 billion loan repurchase just pulled the index to 3509 points. This time, the expectation lies in the medium and long term. In addition to fighting chicken blood in the short term, it is not as effective as the substantial payment in early November. Don't rush to chase after it.First, simply sort out the contents of the after-hours meeting:
3. The monetary policy has shifted from steady to moderately loose, which has been mentioned again since 2011. I don't need to say much, but this is expected, and it hasn't landed yet, and the above supplement is to keep the bottom line of systemic risk, so it won't be like the previous flood irrigation, at least in 2014. Leveraged cattle should be difficult to reproduce.In response, you can hold shares, but it is not suitable for chasing up. Remember! Never!To put it simply, if you open higher and go higher today, there may be another stage high point in the short term, which may not be too friendly for the promotion of the market outlook. At least before the daily deviation is digested, it is a hidden dark mine, and then the fluctuation will be relatively large.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13