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2024-12-13 21:34:28

A Chinese news agency issued a document after the market today, saying that China's monetary policy has changed from "steady" to "moderately loose" to send a positive signal. Recently, the voice of the central media has been relatively frequent. I think this is a way of expected management.From the perspective of investors' confidence and emotions, everyone may have insufficient confidence in all normal expectations after the close of trading today, but under the stable tone, there will definitely be repeated anxiety behind the long and short positions, and long funds will not dare to rise, and short funds will not dare to continue to smash.Therefore, the next meeting is expected to have more details about the economy, but the specific figures that everyone expects, such as deficit ratio, will have to wait for the two sessions next year. Now it depends more on more economic policies.


(2) Will there be a rebound tomorrow?After falling, the more bearish voices there are, the less likely the market will fall. Now the market is so fragmented.


Yesterday's news mentioned some macro policies, such as unconventional countercyclical adjustment, moderately loose and more active fiscal policies, but apart from these descriptions, we didn't see more details.The advantage of sustained turnover is that the trading scope continues to be active. When trillions have become the norm, the market may need more incremental funds to enter the market if it wants to further get out of a stronger money-making effect.(1) After a meeting, the next expected meeting on the economy will begin tomorrow, which is still the focus of everyone's attention.

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