Let's briefly talk about yesterday's personal pension and heavy meeting that exceeded expectations, as well as the impact on A shares. Of course, it is purely personal and for reference only!Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:
Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:December 13th Morning Post: Heavy landing, be careful to cash in the risks!2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.
First of all, personal pension is also a long-term positive, but the short-term stock of funds is limited. With more and more people participating, the scale of funds will expand accordingly, and the high probability will become a big boost for A shares. After all, this batch of funds is difficult to withdraw, and it is also a typical long-term fund.Therefore, what is lacking at the moment is substantial and beneficial, such as lowering the RRR and cutting interest rates. Technically, my judgment remains unchanged, and the nature of the small high point of 3494 points has not changed. Unless it can be broken through in volume, it will need to be adjusted at that time. If it is short-term, continue to wait and see, and don't blindly chase after it.Today, we will continue to wait and see, and now we will wait, or wait for the volume to break through a new high, and then follow the funds to play a new direction; Either wait for the initiative to retreat and digest the daily deviation pressure, and then look for a low-sucking opportunity!
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14