Operational recommendations:2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.
My interpretation and evaluation:My interpretation and evaluation:2. It is expected that the Shanghai stock market will open above 3,500 points tomorrow. If it opens above 3,550 points, it is not recommended to chase up. For heavy investors, you can consider cashing in some chips when you are high, and then waiting for companies with good mid-line layout after falling back.
2. In my opinion, the advantages are mainly reflected in the fact that the management will continue to adhere to the general direction of expanding reform and opening up and vigorously developing the economy, and the loose monetary policy and proactive fiscal policy are also appropriate. It is my expectation to increase and improve people's livelihood and enhance people's sense of gain, happiness and security. I think this content is good, and the key lies in the implementation of specific measures and policies to achieve the above goals. Therefore, the content of the follow-up meeting may be more critical.5. If the stock index trend goes up and down, don't worry too much, and the follow-up opportunities may still be in the track stocks.6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13