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2024-12-14 05:40:00

Last night, within the expectation of US inflation data, there was no suspense to cut interest rates by 25 basis points in December, which eased everyone's worries. It is of great significance for us to cut interest rates in the United States. At least, the operational space for us to cut interest rates is high.The high probability that bears dare not smash the market is also worried that there will be policies that exceed expectations. Some bulls have obviously begun to enter the game.First, the current upward trend of the A-share market is relatively healthy, and the major moving averages below are arranged in long positions, which is very supportive;


Second, the expansion of personal pension fund products, which was implemented nationwide on the 15th, boosted market confidence.The expansion is mainly included in the national debt or index products, but for the capital market, this is trillions of incremental funds. Although more index products are invested, the index constituent stocks also benefit, and the long-term major weight indexes also benefit. Therefore, it is also very likely that the index will go out of a stable upward trend in the later period.


These are the favorable directions of policies. On Tuesday, the market went up. In recent days, domestic demand has soared. Today, consumption is an emotional outbreak, indicating that the next favorable policies are mainly around these, and the funds are expected to start speculation in advance.The above is only personal analysis! Like friends can like to pay attention! !

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