Of course, everything has its two sides. The disadvantages of flat economic data are obvious, so what are the benefits? Combined with the current policy environment of the whole market, everyone should be able to guess!After the news about the meeting came out, although A shares have closed, according to Jun Ge's observation, the external market has begun to boil!Last Friday, the A-share market and the Growth Enterprise Market index both broke through the key pressure level, and the market closed above the 3400-point integer mark and the 5-day line, getting rid of the previous box channel; Growth enterprise market refers to the key 20-day pressure level, but from the structural point of view, it is in the form of a box.
Combined with the two sets of inflation data in November, we can almost get a conclusion:From these two sets of inflation data and the PMI data released in November, we can see that in recent months, although high-level officials have continuously introduced a large number of measures to stabilize the economy, the recovery speed of China's economic fundamentals is not fast. As a result, many investors will question whether we can successfully complete the economic growth target set by the top management at the beginning of the year in the fourth quarter.In Saturday's article and this morning's [A-share news], Jun Ge clearly pointed out that the main force to make A-shares last Friday was the Shanghai and Shenzhen 300ETF, and it was the national team hidden behind the Shanghai and Shenzhen 300ETF! The reason why the national team chose to enter the arena last Friday is that Politburo meeting of the Chinese Communist Party has great benefits; The second is to maintain stability and prevent the A-share market from falling sharply during the meeting.
However, today's news is not calm. The Bureau of Statistics released China's CPI and PPI data in November, which will have a lasting impact on the real economy, high-level governance and the A-share market! It is also the main reason why today's A-share market did not continue the strong pattern of last Friday.It is worth noting that this meeting not only released the above two reassurances, but also focused on stabilizing the property market and the stock market. The operating environment of the A-share market next year will probably not be bad.It is worth noting that this meeting not only released the above two reassurances, but also focused on stabilizing the property market and the stock market. The operating environment of the A-share market next year will probably not be bad.
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide