(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.Then the question is coming. If the market opens higher, will there be another arbitrage market like before?
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)Compared with the previous efforts to boost confidence in the capital market, this time we directly talked about stabilizing the stock market. Isn't this very direct statement that the purpose now is to make the stock market rise?If you don't have this belief, I believe many people will be washed out today. I'm not sure if you understand the meaning of my post today. I want you to be rational and don't want you to panic. If you can calm down your shareholding today, you will be lucky 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?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.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13