The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.III. Four major sectors and leading stocks (for emotional use only)Evening comments!
First, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.Everyone was waiting for the economic conference, but the ZZJ conference set the tone for the economy.But then it will be repeated. The 12-day press conference of openai12 can't have no bright spots at all, but there are still things worth looking forward to.
Third market styleThe core direction is definitely securities and online gold, diversified finance, and growth sectors.The core direction is definitely securities and online gold, diversified finance, and growth sectors.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13