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".What about science and technology innovation board and Beijiao 50, which I am optimistic about?Secondly, the change from "prudent" to "moderately loose" in previous years is a major change in the caliber of monetary policy. Moderate easing was last proposed in 2010, and our caliber in the past 14 years has been consistent and steady. No matter how radical the interest rate cuts and RRR cuts are, no matter how loose they look from the behavior, they just don't let go. This is the first change in 14 years, with emphasis on the first time.
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;Far more than expected, the bull market is slower.
"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.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.
Strategy guide 12-13
Strategy guide