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2024-12-14 09:40:24

Good evening, everyone.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.1. Two high-profile news after the market today:


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.From an emotional point of view, today's high opening and low going have a great impact on confidence. It is estimated that everyone is worried about the continued correction of the market tomorrow. At this time, it is very likely that a team will make a move. As a result, the blue-chip support index will be pulled, and individual stocks will rise and fall.The turnover is expected to shrink obviously, because the short-term departure funds have already gone, and there is a high probability that the entry funds will not be in day trading. The wait-and-see funds may continue to be cautious, and a team may be able to maintain stability without too much funds.


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.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.

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