These are the favorable directions of policies. On Tuesday, the market went up. In recent days, domestic demand has soared. Today, consumption is an emotional outbreak, indicating that the next favorable policies are mainly around these, and the funds are expected to start speculation in advance.It depends on whether it will be out in the session tomorrow. If it is still out after the session, the mood will ferment over the weekend, so next Monday is expected to be a good time to throw high.Recently, the large consumer sector in the A-share market rose the best, followed by scientific and technological branches such as artificial intelligence, and then the industrial chain of the real estate market.
Third, the results of the heavy meeting have not yet landed, and the bears dare not smash the plate easily.Last night, within the expectation of US inflation data, there was no suspense to cut interest rates by 25 basis points in December, which eased everyone's worries. It is of great significance for us to cut interest rates in the United States. At least, the operational space for us to cut interest rates is high.Yesterday, after the market opened lower and rose unilaterally, today it is equivalent to continuing to fluctuate and rising, and then rising after diving in time, which is equivalent to completing a dish washing in a day and then realizing a forced rise.
First, the stability of the exchange rate market. Recently, the RMB exchange rate is relatively stable, which has a positive impact on China's asset prices;Last night, within the expectation of US inflation data, there was no suspense to cut interest rates by 25 basis points in December, which eased everyone's worries. It is of great significance for us to cut interest rates in the United States. At least, the operational space for us to cut interest rates is high.Fourth, important domestic conferences are about to land.
Strategy guide
Strategy guide 12-14