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2024-12-13 05:37:10

Moreover, it is clear to everyone these days that it is a heavy meeting stage, and it will not make much moves when it is long and short, so it is impossible to want to plummet, and it is necessary to expect the game policy.(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;The above expected management, whenever the market confidence is insufficient, gives enough expectations. Is it a signal to imagine the continuous posting of a certain agency on the weekend?


It proves once again that the current market is a typical policy market. If you have no confidence in the policy, you will not stick to it. The core of this round of market that broke out on September 24 is the policy support for the capital market.After-hours news of A-shares was too explosive, and all the positives were after the close. Institutions also plunged after the close to make retail investors hesitate, and after-hours big positives made a surprise attack. The FTSE iconA50 index soared, and Hong Kong stocks also soared after the close of A-shares. There is no need to question the trend of A-shares tomorrow. It is necessary to make a big rise, and it is also essential to make a high opening. The key is whether it will be a trap after the high opening. Mainly say a few points:Big finance must drive the index to rush. Chinese brokerage stocks in the Hong Kong stock market rose sharply this afternoon, so tomorrow with brokers in their hands is happy. If the brokers in your hands are ambushed in advance, then when they rise sharply tomorrow, as long as they are not daily limit, they can reduce their positions appropriately. (Slow bull market, brokers generally do not continue to break out)


In fact, science and technology, domestic consumption and brokerage have been repeatedly talked about recently. Before domestic substitution and domestic consumption, I told you that the meeting might mention it. Many people didn't go up, but at least they lurked ahead of time, which is also a position they exchanged for their firm beliefs.Those people won't watch much at 3,200 o'clock, and they may even watch more at 3,400 o'clock. When everyone is talking about making money, there will be more idling, and then they will start to take over.(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.

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