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;Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!Last weekend, all kinds of data from the market didn't come out. Will this be an excuse for short sellers to say "less than expected" tomorrow? In fact, we all know that the data will not be presented until the conference in March next year.
Tomorrow's focus:1, you can hit, I don't support, just maintain a relatively reasonable result, such as a 1% increase;1. No matter how much you smash, I will take it and keep the mood of the day;
12.09 Comments: Written after the meeting.The market has to go at its own pace-remember when I said this month was a time window for long positions?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.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13