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2024-12-13 05:55:26

1. This time, boosting consumption and expanding domestic demand are put in the first place, which is basically consistent with the official media preheating. But I emphasized this piece yesterday. It's not that everyone doesn't want to spend, but that they don't have money to spend. It depends on whether the money issued by the special national debt can be cashed in, which will benefit big consumption in the short term, but the overall increase of this piece is really not small. Don't blindly chase after it.On the weekend, the official media continued to warm up. Yesterday, A shares were tepid, and they were even maliciously smashed in the afternoon! As a result, after the close of trading, there was a favorable level of king explosion. At least the periphery has gone crazy, so how will A shares go today? How should we deal with it?To put it simply, if you open higher and go higher today, there may be another stage high point in the short term, which may not be too friendly for the promotion of the market outlook. At least before the daily deviation is digested, it is a hidden dark mine, and then the fluctuation will be relatively large.


First of all, the policy combination boxing includes not only monetary policy, but also fiscal policy. Some brokers have predicted that deficit ratio will increase from 3% to 4%. Of course, this needs to be verified later. It's just that fiscal stimulus is a moderate rhythm of releasing water, not to mention that it hasn't been introduced yet, at least don't expect this batch of funds to flow into A shares quickly.In response, you can hold shares, but it is not suitable for chasing up. Remember! Never!Generally speaking, if you can't speed up today, there will be a small high point in the short term, and then the rhythm will be more comfortable after adjusting for a few days! Otherwise, continue to open higher and move higher. Once the acceleration is less than expected, it is estimated that there will be a stage high point, just like on November 8, and continue to follow the rhythm of rising in large bands.


Today, my specific operation is as follows:Hang Seng Index futures closed early, so the feedback was not the actual situation. The A50 futures index exploded by more than 4 points at the end of the session, and the night market rose by 0.84%, so today it depends entirely on the opening of A shares. If it exceeds 3,500 points, the benefits will be directly digested. Once the funds can't keep up, it should be a high probability event to open higher and go lower.

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