Last night, within the expectation of US inflation data, there was no suspense to cut interest rates by 25 basis points in December, which eased everyone's worries. It is of great significance for us to cut interest rates in the United States. At least, the operational space for us to cut interest rates is high.The high probability that bears dare not smash the market is also worried that there will be policies that exceed expectations. Some bulls have obviously begun to enter the game.Therefore, before the benefits are cashed, it is still impossible to talk about the time to ship.
What can be questioned about this trend? More than 3,000 stocks rose for two consecutive days, with more than 150 stocks trading daily.First, the stability of the exchange rate market. Recently, the RMB exchange rate is relatively stable, which has a positive impact on China's asset prices;Third, the results of the heavy meeting have not yet landed, and the bears dare not smash the plate easily.
The expansion is mainly included in the national debt or index products, but for the capital market, this is trillions of incremental funds. Although more index products are invested, the index constituent stocks also benefit, and the long-term major weight indexes also benefit. Therefore, it is also very likely that the index will go out of a stable upward trend in the later period.Fifth, the Hang Seng Index and A shares of Hong Kong stocks have rebounded from the resonance trend.These are the favorable directions of policies. On Tuesday, the market went up. In recent days, domestic demand has soared. Today, consumption is an emotional outbreak, indicating that the next favorable policies are mainly around these, and the funds are expected to start speculation in advance.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide