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2024-12-13 04:49:29

This meeting really exceeded expectations. There were no special figures, only a persistent and tough attitude. The three words in this paragraph attracted me.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."Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."


And this passage also added the word "extraordinary countercyclical adjustment", which appeared for the first time in history! Note that this is also the first time, and supernormal means exceeding expectations!"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."When the hesitant funds and investors exclaimed that the cow was coming, the big funds were lured to 3800, and then fell back to 3500 in January next year.


So what do you think of the day that exceeded expectations?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.This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been paying attention to me know that I am pessimistic.

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