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2024-12-13 04:29:18

This meeting really exceeded expectations. There were no special figures, only a persistent and tough attitude. The three words in this paragraph attracted me.Of course, whether the OTC funds are bullish or bearish, the opening day on December 10 must not be the time point above. If you have a stock in your hand, you can cash it first and then turn to the resonance main line.It is worth mentioning that I have always admired this science and technology innovation board and compared it with Beijiao 50. Now Beijiao has been continuously adjusted, and now there is no first board. The continuous freezing point is bound to be accompanied by a strong rebound. If there is a new cycle, it is still the first choice for flexibility, and then science and technology innovation board.


What about science and technology innovation board and Beijiao 50, which I am optimistic about?If you don't have stocks in your hand, don't worry in the morning, just wait for the new cycle to start, confirm the resonance theme, and get on the bus in various postures. In this emotional fragile stage, the most taboo is to follow the trend and go up to the top, regardless of whether it is up or down, we must maintain our own judgment, do not follow suit, make a good plan, and then implement it. Remember one thing, no market will end in a day or two.First of all, the word "positive" in previous years was changed to "more positive". The last time this statement was put forward was in 2020, and everyone knew what happened at that time. This time, I am more active and spend money in the market.


Secondly, the change from "prudent" to "moderately loose" in previous years is a major change in the caliber of monetary policy. Moderate easing was last proposed in 2010, and our caliber in the past 14 years has been consistent and steady. No matter how radical the interest rate cuts and RRR cuts are, no matter how loose they look from the behavior, they just don't let go. This is the first change in 14 years, with emphasis on the first time."Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been paying attention to me know that I am pessimistic.

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