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2024-12-14 00:45:12

Today, my specific operation is as follows:3. Implement special actions to boost domestic demand. I won't say more. The expectation has already landed, but it depends on implementation. Before, the market had expected to issue special treasury bonds to residents to subsidize consumption. Now consumer stocks are accelerating in the short term, so be careful to cash in the risks.Anyway, the news is definitely positive, but they are all long-term positive, and most of them have long been expected. Now we can only say that they are in line with expectations. The above still wants to stimulate the spontaneous trading of the market through expectations, but yesterday, there was no mysterious capital entering the market, and A shares may not be able to break the Black Thursday spell.


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!4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.


December 13th Morning Post: Heavy landing, be careful to cash in the risks!Recently, domestic-funded institutions have made a large net outflow continuously, and the entry of mysterious funds is not continuous. Therefore, Lao Liu judged that once the incremental funds are insufficient to follow the trend, the market is likely to fluctuate and consolidate, so don't chase after it in the short term, especially in terms of consumption!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!

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