Yesterday's news mentioned some macro policies, such as unconventional countercyclical adjustment, moderately loose and more active fiscal policies, but apart from these descriptions, we didn't see more details.First, Shanghai icon has released an action plan for mergers and acquisitions. Tomorrow, Shanghai local stocks are expected to be reorganized, and it is estimated that they will be speculated again, but this is mainly local speculation. In particular, the integrated circuit icon, biomedicine and artificial intelligence are the three major areas, and the future is the direction strongly supported by mergers and acquisitions.Therefore, the next meeting is expected to have more details about the economy, but the specific figures that everyone expects, such as deficit ratio, will have to wait for the two sessions next year. Now it depends more on more economic policies.
The trillion-dollar turnover did last a long time, but it didn't go out of the big bull market that everyone imagined, and it was mainly local market. The characteristics of this round of market hot money and retail investors are the most obvious. In addition, some small institutions have quantified and earned a lot.This week itself is an important time window, and the highest concern is policy expectations. At this time, the voice of the central media is more like a microphone.If it's fast, it's expected to land this Friday. At that time, will it be after-hours news or after-hours news? If it continues to be after-hours news, it's expected that the mood will ferment over the weekend, so will there be another situation of high opening and low going icon next Monday?
(2) Will there be a rebound tomorrow?The advantage of sustained turnover is that the trading scope continues to be active. When trillions have become the norm, the market may need more incremental funds to enter the market if it wants to further get out of a stronger money-making effect.For retail investors, it is more important not to chase up and down icon frequently, because there are differences in information and operation methods. During this period, retail investors will suffer, and it is the key to rely on patience and not be easily harvested by institutions.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13