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.Therefore, no matter from the news or funds, the performance of the A-share market will not be too bad in the next period, especially during the two meetings!Now, if you look back at Friday's breakthrough in the broader market and the Xinhua News Agency's announcement over the weekend, you should have a new understanding of the next market!
This past weekend, Xinhua News Agency issued three articles focusing on the analysis of monetary policy, fiscal policy and the future direction of real estate policy. As one of the most important official media, Xinhua News Agency published a large number of similar articles on the eve of Politburo meeting of the Chinese Communist Party and the Central Economic Work Conference, which had to make people think more!Combined with the two sets of inflation data in November, we can almost get a conclusion: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.
Of course, everything has its two sides. The disadvantages of flat economic data are obvious, so what are the benefits? Combined with the current policy environment of the whole market, everyone should be able to guess!Second, in the case of achieving the goal, we will continue to adhere to a positive macro-adjustment policy! The meeting stressed that it is necessary to do a good job in economic work next year, implement more active and promising macro policies, expand domestic demand, promote the integrated development of scientific and technological innovation and industrial innovation, stabilize the property market and stock market, prevent and resolve risks and external shocks in key areas, stabilize expectations, stimulate vitality, promote sustained economic recovery, continuously improve people's living standards, maintain social harmony and stability, and complete the objectives and tasks of the 14 th Five-Year Plan with high quality, so as to lay a solid foundation for achieving a good start of the 15 th Five-Year Plan.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 12-13
Strategy guide
12-13