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2024-12-13 04:38:30

In your brother's view, these two reassurances have released a very important policy signal!In your brother's view, these two reassurances have released a very important policy signal!In Saturday's article and this morning's [A-share news], Jun Ge clearly pointed out that the main force to make A-shares last Friday was the Shanghai and Shenzhen 300ETF, and it was the national team hidden behind the Shanghai and Shenzhen 300ETF! The reason why the national team chose to enter the arena last Friday is that Politburo meeting of the Chinese Communist Party has great benefits; The second is to maintain stability and prevent the A-share market from falling sharply during the meeting.


Combined with the two sets of inflation data in November, we can almost get a conclusion:During this period, many investors are worried that the economic growth rate is less than expected, and that the economic recovery is too fast, and the future policy support will decline. This mentality of being swayed by considerations of gain and loss is the main obstacle that causes the A-share market to hesitate. This Politburo meeting of the Chinese Communist Party meeting is the first time in 14 years that a "moderately loose" monetary policy has been set again, which is equivalent to removing a big stone in the hearts of bulls!To understand this problem, we need to know the reasons for the divergence between the two indexes today, so as to judge the market trend in the later period.


Combined with the two sets of inflation data in November, we can almost get a conclusion:Combined with the two sets of inflation data in November, we can almost get a conclusion:It is worth noting that this meeting not only released the above two reassurances, but also focused on stabilizing the property market and the stock market. The operating environment of the A-share market next year will probably not be bad.

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