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2024-12-14 05:27:31

12.09 Comments: Written after the meeting.First, smash the plate after opening high and leaving high on the same day! Pour a pot of cold water at the most emotional time, and hit market confidence!Last weekend, all kinds of data from the market didn't come out. Will this be an excuse for short sellers to say "less than expected" tomorrow? In fact, we all know that the data will not be presented until the conference in March next year.


At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.Since the end of September this year, no matter what the market is, in fact, everyone knows that 3000 points is the limit position of the boss. Runners are brainwashed retail investors.Stabilizing the stock market is a new formulation but not a new attitude! ! ! ! ! (Of course, this is an excellent boost to market confidence.)


Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;2, stabilize the property market: just say it. It's just that I've been doing it this year. I have said many times that the property market is "stable" rather than "accelerated", because the property market is not only related to the wealth of ordinary people, but also directly affects whether there are systemic risks in the macro economy.

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