In short, it is almost certain that village A will open higher today, but will it come up with the ancestral craft of opening higher and walking lower? It's hard to say, the good news is that this secrecy is very good, and the A-share related sectors have not rushed! Today, we will focus on two aspects. First, the two core stocks of Big Finance, Oriental Fortune and CITIC Securities, it is best to hold high and fight high; The second is the amount of energy, which must exceed 700 billion before 10 o'clock, and it is best to exceed 2 trillion in the whole day!Judging from the late performance of Hong Kong stocks, big finance, real estate and domestic demand consumer stocks led the gains. Today, A shares are estimated to be in these directions. Once the big finance, big consumption and real estate chain start, it may directly impact 3500.Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.
Yesterday, the U.S. stock market went flat, but the China Stock Index soared by over 9%, and China rose by over 22% when it was three times richer! In addition, A50 rose more than 5% after the closing of A shares, Hang Seng Index rose 3%, and Hang Seng Technology rose 4.5%. China's assets are really crazy. It feels very much like October 8th today. It is estimated that A-shares will rise by 3% at the opening, and the direct daily limit of 1,000 shares will not be ruled out. But what will happen after the big opening? Then we'll see.First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock marketFirst, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.
Last night, the China Stock Exchange continued to rise. The Nasdaq China Jinlong Index soared by more than 9%, and the stock prices of many constituent stocks soared by 140%, hitting the fuse; Tiger Securities rose more than 25%, Futu Holdings rose more than 20%, Bili Bili rose more than 17%, Shell rose more than 14%, Xpeng Motors and Weilai rose more than 13%, JD.COM and iQiyi rose more than 12%, and Alibaba and Baidu rose more than 7%.It also emphasizes improving investment efficiency. How to improve it? It is nothing more than the house rising and the stock market rising. In the current environment, it is very good that the property market can stabilize, and the only attack is the stock market. So when the contents of the meeting came out, China's assets skyrocketed across the board, which was quite crazy! Why is the reaction so big? It's just that the meeting was too unexpected.Last night, the China Stock Exchange continued to rise. The Nasdaq China Jinlong Index soared by more than 9%, and the stock prices of many constituent stocks soared by 140%, hitting the fuse; Tiger Securities rose more than 25%, Futu Holdings rose more than 20%, Bili Bili rose more than 17%, Shell rose more than 14%, Xpeng Motors and Weilai rose more than 13%, JD.COM and iQiyi rose more than 12%, and Alibaba and Baidu rose more than 7%.
Strategy guide
12-13
Strategy guide 12-13