To understand this problem, we need to know the reasons for the divergence between the two indexes today, so as to judge the market trend in the later period.From these two sets of inflation data and the PMI data released in November, we can see that in recent months, although high-level officials have continuously introduced a large number of measures to stabilize the economy, the recovery speed of China's economic fundamentals is not fast. As a result, many investors will question whether we can successfully complete the economic growth target set by the top management at the beginning of the year in the fourth quarter.
During this period, many investors are worried that the economic growth rate is less than expected, and that the economic recovery is too fast, and the future policy support will decline. This mentality of being swayed by considerations of gain and loss is the main obstacle that causes the A-share market to hesitate. This Politburo meeting of the Chinese Communist Party meeting is the first time in 14 years that a "moderately loose" monetary policy has been set again, which is equivalent to removing a big stone in the hearts of bulls!After today's session, Politburo meeting of the Chinese Communist Party, which has attracted much attention from the market, finally got big news! Judging from what Jun Ge has learned so far, the top management gave two reassurances at the meeting:
In Jun Ge's view, today's market and GEM index failed to continue the trend of last Friday, and the GEM index performed worse, which is closely related to the latest changes in news and funds.In Jun Ge's view, today's market and GEM index failed to continue the trend of last Friday, and the GEM index performed worse, which is closely related to the latest changes in news and funds.It is worth noting that this meeting not only released the above two reassurances, but also focused on stabilizing the property market and the stock market. The operating environment of the A-share market next year will probably not be bad.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13