2024-12-13 05:26:45
Good evening, everyone.Therefore, the next meeting is expected to have more details about the economy, but the specific figures that everyone expects, such as deficit ratio, will have to wait for the two sessions next year. Now it depends more on more economic policies.This week itself is an important time window, and the highest concern is policy expectations. At this time, the voice of the central media is more like a microphone.
1. Two high-profile news after the market today:First, Shanghai icon has released an action plan for mergers and acquisitions. Tomorrow, Shanghai local stocks are expected to be reorganized, and it is estimated that they will be speculated again, but this is mainly local speculation. In particular, the integrated circuit icon, biomedicine and artificial intelligence are the three major areas, and the future is the direction strongly supported by mergers and acquisitions.If it's fast, it's expected to land this Friday. At that time, will it be after-hours news or after-hours news? If it continues to be after-hours news, it's expected that the mood will ferment over the weekend, so will there be another situation of high opening and low going icon next Monday?
3. Today, after the close of trading, the central media voiced again. What signal was released?From the perspective of investors' confidence and emotions, everyone may have insufficient confidence in all normal expectations after the close of trading today, but under the stable tone, there will definitely be repeated anxiety behind the long and short positions, and long funds will not dare to rise, and short funds will not dare to continue to smash.Yesterday's news mentioned some macro policies, such as unconventional countercyclical adjustment, moderately loose and more active fiscal policies, but apart from these descriptions, we didn't see more details.
Strategy guide 12-13