"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."If you don't have stocks in your hand, don't worry in the morning, just wait for the new cycle to start, confirm the resonance theme, and get on the bus in various postures. In this emotional fragile stage, the most taboo is to follow the trend and go up to the top, regardless of whether it is up or down, we must maintain our own judgment, do not follow suit, make a good plan, and then implement it. Remember one thing, no market will end in a day or two.It is worth mentioning that I have always admired this science and technology innovation board and compared it with Beijiao 50. Now Beijiao has been continuously adjusted, and now there is no first board. The continuous freezing point is bound to be accompanied by a strong rebound. If there is a new cycle, it is still the first choice for flexibility, and then science and technology innovation board.
Secondly, the change from "prudent" to "moderately loose" in previous years is a major change in the caliber of monetary policy. Moderate easing was last proposed in 2010, and our caliber in the past 14 years has been consistent and steady. No matter how radical the interest rate cuts and RRR cuts are, no matter how loose they look from the behavior, they just don't let go. This is the first change in 14 years, with emphasis on the first time.What about science and technology innovation board and Beijiao 50, which I am optimistic about?This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been paying attention to me know that I am pessimistic.
In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.So what do you think of the day that exceeded expectations?
Strategy guide
12-13
Strategy guide
12-13