Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;12.09 Review: The feeling after the conference.Stabilizing the stock market is a new formulation but not a new attitude! ! ! ! ! (Of course, this is an excellent boost to market confidence.)
After the interpretation, let's look at the specific impact and analyze several possibilities of tomorrow's market!Constantly pushing up is not in line with our positioning of "slow cow" and "long cow". One day, when we need to adjust the rhythm, the opponent will follow the trend and make a fierce record. In this way, it is impossible to prevent and the harm is even greater.Fourth, chip semiconductors: After all, technological innovation leads the new quality productivity is also in the second place, and it is a matter of life and death!
Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;First, implement a more active fiscal policy and a moderately loose monetary policy;Is it consistent with our previous prediction? But the word "all-round" is added, so the secondary market should not only focus on food and beverage! At the last meeting, "cultivating new consumption patterns" was put forward. These are all in the same strain and echo each other.
Strategy guide
12-14
Strategy guide