2024-12-13 03:54:26
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!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!Of course, everything has its two sides. The disadvantages of flat economic data are obvious, so what are the benefits? Combined with the current policy environment of the whole market, everyone should be able to guess!
Second, in the case of achieving the goal, we will continue to adhere to a positive macro-adjustment policy! The meeting stressed that it is necessary to do a good job in economic work next year, implement more active and promising macro policies, expand domestic demand, promote the integrated development of scientific and technological innovation and industrial innovation, stabilize the property market and stock market, prevent and resolve risks and external shocks in key areas, stabilize expectations, stimulate vitality, promote sustained economic recovery, continuously improve people's living standards, maintain social harmony and stability, and complete the objectives and tasks of the 14 th Five-Year Plan with high quality, so as to lay a solid foundation for achieving a good start of the 15 th Five-Year Plan.In your brother's view, these two reassurances have released a very important policy signal!According to the latest inflation data released by the Bureau of Statistics, in November this year, China's consumer price index rose by 0.2% year-on-year, down by 0.1% compared with October. It has been slowly weakening for four consecutive months, and it is still near the zero axis. At the same time, the PPI decreased by 2.5% in November, which was slightly higher than that in October, but it still performed poorly.
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.Of course, everything has its two sides. The disadvantages of flat economic data are obvious, so what are the benefits? Combined with the current policy environment of the whole market, everyone should be able to guess!In Jun Ge's view, today's market and GEM index failed to continue the trend of last Friday, and the GEM index performed worse, which is closely related to the latest changes in news and funds.
Strategy guide 12-13
Strategy guide 12-13