First, 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.2. 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.4. Other directions: Let's not talk about it. Otherwise it will be chaotic. Look at technology and brokers first.
Second, my point of viewThe 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.The core direction is definitely securities and online gold, diversified finance, and growth sectors.
Let's take a look at the bidding. Under the influence of last Friday's trend and the one-word limit of the emotional standard, the core bid was negative 4. In the original words of our weekend resumption, this low opening of the 5-day line was theoretically an arbitrage buying point, and the buying value was slightly lower than that of last Friday, but it was basically the last time.The landmark event of stabilizing the market is that the currency is loose, and whether there is a bull market in stocks, the most important thing is to look at the currency ZZ. Remember that the market is always stacked with liquidity, and as long as there is liquidity, the market will strengthen.Morning rhythm
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13