Let's take a look at the news first. Yesterday morning, "Three major events affecting A shares over the weekend: official media released positive signals!" The CSRC will make major adjustments! In the article, Jun Ge made a detailed analysis of several major events on the weekend news. This past weekend, although there were many news events at home and abroad, it was only a mixed situation in the end, which would not have much impact on the market trend this Monday. Therefore, today's A-share market and GEM index are both flat, not significantly higher or lower.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!In Saturday's article and this morning's [A-share news], Jun Ge clearly pointed out that the main force to make A-shares last Friday was the Shanghai and Shenzhen 300ETF, and it was the national team hidden behind the Shanghai and Shenzhen 300ETF! The reason why the national team chose to enter the arena last Friday is that Politburo meeting of the Chinese Communist Party has great benefits; The second is to maintain stability and prevent the A-share market from falling sharply during the meeting.
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.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.Once the domestic economic recovery falls short of expectations in the fourth quarter of this year, the top management will continue to increase all kinds of economic stabilization policies to ensure the smooth operation of the domestic economy in the first quarter of next year! In fact, this point can also be found in the Xinhua News Agency article. When it comes to fiscal policy, the Xinhua News Agency article shows that there is still more room for borrowing in China at present; When it comes to monetary policy, the Xinhua News Agency article shows that the counter-cyclical mediation of monetary policy will continue to increase in the future!
After today's session, Politburo meeting of the Chinese Communist Party, which has attracted much attention from the market, finally got big news! Judging from what Jun Ge has learned so far, the top management gave two reassurances at the meeting: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.
Strategy guide 12-13
Strategy guide
Strategy guide
12-13