At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.The spirit of the conference is expected, and the opponent's means are also psychologically prepared-up, no surprise! Fall back, no need to be pessimistic! Shock, calmly deal with it!12.09 Review: The feeling after the conference.
Before analyzing this, we still need to make clear a basic cognition-the financial war between China and magnesium has already started, will exist for a long time, and will surely intensify! This is not throwing the pot at the old magnesium, but the fact!Second, put forward "stabilizing the property market and the stock market";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;
Both methods are very active for opponents, especially the second one is more difficult to deal with.The market has to go at its own pace-remember when I said this month was a time window for long positions?(omitted below)
Strategy guide
Strategy guide 12-14