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2024-12-13 05:47:53

"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."Far beyond expectations, there are no special figures, only a persistent and tough attitude. The three words in this paragraph attracted me.What do you think of the so-called bull market of A shares?


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.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.Far more than expected, the bull market is slower.


So what do you think of the day that exceeded expectations?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;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.

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