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2024-12-13 05:34:25

This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been watching it know that I am pessimistic.In my opinion, if the meeting on the next 11-12 days falls short of expectations (in fact, it is enough), it will falsely pull down the index, then generally fall, fall to around 3330, and then draw 3350, and at the end of the month, it will reach around 3230 on the May line;Of course, whether the OTC funds are bullish or bearish, the opening day on December 10 must not be the time point above. If you have a stock in your hand, you can cash it first and then turn to the resonance main line.


What do you think of the so-called bull market of A shares?What about science and technology innovation board and Beijiao 50, which I am optimistic about?What about science and technology innovation board and Beijiao 50, which I am optimistic about?


Secondly, the change from "prudent" to "moderately loose" in previous years is a major change in the caliber of monetary policy. Moderate easing was last proposed in 2010, and our caliber in the past 14 years has been consistent and steady. No matter how radical the interest rate cuts and RRR cuts are, no matter how loose they look from the behavior, they just don't let go. This is the first change in 14 years, with emphasis on the first time.How to judge whether it is less than expected? It is very simple. If the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (28 differentiation), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the shipment of individual stocks. And vice versa.In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.

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