3. The monetary policy has shifted from steady to moderately loose, which has been mentioned again since 2011. I don't need to say much, but this is expected, and it hasn't landed yet, and the above supplement is to keep the bottom line of systemic risk, so it won't be like the previous flood irrigation, at least in 2014. Leveraged cattle should be difficult to reproduce.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!Finally, the statement of the property market still reiterates "promoting the real estate market to stop falling and stabilize", and there may not be much unexpected things coming out. This is to remind everyone. There is a high probability that the interest rate will continue to be lowered, so the RRR cut should be on the way.
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.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.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.
Therefore, today's trend is very critical. If it is significantly higher, it will be directly opened near or above 3,500 points, especially if it can stand at 3,489.78 points at the close, then there will be multiple divergence structures here, and there will only be one way to accelerate the short-term, otherwise once the structure is formed, it may be very uncomfortable.3. The monetary policy has shifted from steady to moderately loose, which has been mentioned again since 2011. I don't need to say much, but this is expected, and it hasn't landed yet, and the above supplement is to keep the bottom line of systemic risk, so it won't be like the previous flood irrigation, at least in 2014. Leveraged cattle should be difficult to reproduce.Generally speaking, if you can't speed up today, there will be a small high point in the short term, and then the rhythm will be more comfortable after adjusting for a few days! Otherwise, continue to open higher and move higher. Once the acceleration is less than expected, it is estimated that there will be a stage high point, just like on November 8, and continue to follow the rhythm of rising in large bands.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13