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2024-12-14 10:34:04

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!1, improve the financial deficit ratio. Proactive fiscal policy,Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:


2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.1, improve the financial deficit ratio. Proactive fiscal policy,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.


At present, the scope of investment includes national debt and index funds. In fact, I think the biggest advantage is that under the background of the proliferation of index funds, you can focus on tracking the varieties selected above. In order to encourage individual pensions to enter the market, the products selected are generally not too bad.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.December 13th Morning Post: Heavy landing, be careful to cash in the risks!

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