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2024-12-13 05:26:04

First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock marketThis is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:Iii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.


First, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.The meeting exceeded expectations, China's assets rose sharply across the board, and it is also possible to have a daily limit of 1,000 shares.Fourth, the China stock index soared by more than 9%, and the stock price doubled and hit the fuse.


Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.Iii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.It also emphasizes improving investment efficiency. How to improve it? It is nothing more than the house rising and the stock market rising. In the current environment, it is very good that the property market can stabilize, and the only attack is the stock market. So when the contents of the meeting came out, China's assets skyrocketed across the board, which was quite crazy! Why is the reaction so big? It's just that the meeting was too unexpected.

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