The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.This tone setting tonight is of great significance, and then there is the expectation of the economic work conference.What needs to be considered is whether tomorrow's high-opening gap will be filled. If it is not filled, then it will be the second stage of the bull market, and it is expected to see the position of 3750 at the end of December or before the Chinese New Year.
Second, my point of viewFirst, the biggest newsFirst, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.
III. Four major sectors and leading stocks (for emotional use only)Morning rhythm2. Securities and online gold: Hong Kong stocks are brokers and technology this hour, China Merchants Securities rose sharply, and then the Hang Seng Technology Index rose sharply; Then tomorrow's index and mood, first of all, are good for finance, and the flexibility is still to look at online gold. I guess these receipts, such as Royal Bank and huijin technology, can't be bought. Look at compasses more.