It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.Concentrate on doing big things while deploying the market. When the normal operation of the economy is in the inflation range, the market has higher strength and efficiency in resource allocation, then the market has the final say. When it is in the shrinking range, the market deployment fails, such as our current long-term debt, so it is driven by policies. We must know that next year is the last year of the 14 th Five-Year Plan to solve the debt. We must know the buyout reverse repurchase operation of 800 billion yuan some time ago, unless
Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.As you can see, as long as the weight is not hard to pull, the index is a range shock, but the theme is crazy, full of money-making effect and money-losing effect. Slow cattle are a lot of tenbiger stocks, but the Shanghai Stock Exchange may look back and the annual line will rise by about 10%. This is slow cattle.It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.
Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.This time, the difference is only 0.007. Do you still remember that the global capital market plummeted and melted on August 5? Then in September, the Federal Reserve cut interest rates by 50bp urgently. After the data was released, the probability of the Fed's interest rate cut was 90.5%. After the meeting, the most eagle representative said that we should not look at this data, but the inflation rate. Then next Wednesday, the US cpi is also very important, so beware of short-term risks, especially the risk control at the index level.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13