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2024-12-13 05:35:58

"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."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.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.


Far beyond expectations, there are no special figures, only a persistent and tough attitude. The three words in this paragraph attracted me.This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been watching it know that I am pessimistic.How to judge whether it is less than expected? It is very simple. If the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (28 differentiation), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the shipment of individual stocks. And vice versa.


Finally, I wish you all well.In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.In my opinion, if the meeting on the next 11-12 days falls short of expectations (in fact, it is enough), it will falsely pull down the index, then generally fall, fall to around 3330, and then draw 3350, and at the end of the month, it will reach around 3230 on the May line;

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