When the hesitant funds and investors exclaimed that the cow was coming, the big funds were lured to 3800, and then fell back to 3500 in January next year.First of all, the word "positive" in previous years was changed to "more positive". The last time this statement was put forward was in 2020, and everyone knew what happened at that time. This time, I am more active and spend money in the market.In my opinion, if the meeting on the next 11-12 days falls short of expectations (in fact, it is enough), it will falsely pull down the index, then generally fall, fall to around 3330, and then draw 3350, and at the end of the month, it will reach around 3230 on the May line;
And this passage also added the word "extraordinary countercyclical adjustment", which appeared for the first time in history! Note that this is also the first time, and supernormal means exceeding expectations!How to judge whether it is less than expected? It is very simple. If the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (28 differentiation), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the shipment of individual stocks. And vice versa.So in my last post, I emphasized that A shares would fluctuate between 3150 points and 200 points, and fell below 3150 points. But I should have thought that the bottom of the market was rising and the consolidation was going up. Finally, I paid the bill for my cognition: "I'm sorry".
First of all, the word "positive" in previous years was changed to "more positive". The last time this statement was put forward was in 2020, and everyone knew what happened at that time. This time, I am more active and spend money in the market.This is beyond my expectation. Although I maintain the view that A shares are entering a bull market, my friends who have been watching it know that I am pessimistic."Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."
Strategy guide
Strategy guide
12-13
Strategy guide
12-13