12.09 Comments: Written after the meeting.What will happen tomorrow?High opening is certain, and high walking is also a high probability! But after that? Opponents have two situations:
At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;In a word, it's all within cognition. If we didn't communicate before, it would be a bit of a boast, but in fact, everyone should have the impression that our cognition is clear and firm.
But under the favorable blessing of the conference, everything is not important. Originally, the Shanghai Composite Index will have a process of pulling up after a disagreement tomorrow, so now there is no need to worry.The hardest part is the second one-Is it consistent with our previous prediction? But the word "all-round" is added, so the secondary market should not only focus on food and beverage! At the last meeting, "cultivating new consumption patterns" was put forward. These are all in the same strain and echo each other.
Strategy guide
12-14
Strategy guide 12-14
Strategy guide