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2024-12-13 02:39:51

December 10th Morning Post: High-level enlargement, homework came out today!First, simply sort out the contents of the after-hours meeting:1. This time, boosting consumption and expanding domestic demand are put in the first place, which is basically consistent with the official media preheating. But I emphasized this piece yesterday. It's not that everyone doesn't want to spend, but that they don't have money to spend. It depends on whether the money issued by the special national debt can be cashed in, which will benefit big consumption in the short term, but the overall increase of this piece is really not small. Don't blindly chase after it.


First of all, the policy combination boxing includes not only monetary policy, but also fiscal policy. Some brokers have predicted that deficit ratio will increase from 3% to 4%. Of course, this needs to be verified later. It's just that fiscal stimulus is a moderate rhythm of releasing water, not to mention that it hasn't been introduced yet, at least don't expect this batch of funds to flow into A shares quickly.In a word, I will take the opportunity to make a downward adjustment today! In particular, some small tickets are a good time to take advantage of profit!In response, you can hold shares, but it is not suitable for chasing up. Remember! Never!


Hong Kong stocks are mainly led by brokerage insurance, interior housing, consumption, technology and Internet giants. Today, under the A-share mapping, the above direction deserves special attention. However, I would like to remind you that after reading yesterday's resumption of trading, many small tickets and low-priced stocks that have been sizzled recently have shown signs of decline, so the way to break the position is to go on rallies, and the style switch behind should be a high probability event.Hong Kong stocks are mainly led by brokerage insurance, interior housing, consumption, technology and Internet giants. Today, under the A-share mapping, the above direction deserves special attention. However, I would like to remind you that after reading yesterday's resumption of trading, many small tickets and low-priced stocks that have been sizzled recently have shown signs of decline, so the way to break the position is to go on rallies, and the style switch behind should be a high probability event.In a word, I will take the opportunity to make a downward adjustment today! In particular, some small tickets are a good time to take advantage of profit!

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