1. The village is ready to continue to reduce the sovereign transaction commission rate.
The superiors severely cracked down on illegal and criminal activities, and arrested more than 50 people involved in the case. More than 9 billion. It can be seen as a combination of blows. The fee reduction action will be positive for A-shares in the medium to long term. As for the severe suppression, it is a warning and deterrent to short sellers. This week we will see if the "landing party" obeys. ）
Second, the authority sets the tone!
The Politburo plans for China's economy in 2024 and sends an important signal!In addition to technology, there are two main directions worth exploring, the purpose of which is to increase domestic large-scale consumer demand on the one hand, and to continuously update and promote ecological and environmental protection work on the other. Environmental protection and new energy continue to bring benefits!
3. Last Saturday's blockbuster economic data was released, and the Bureau of Statistics: CPI fell by 0 year-on-year in November5%, PPI fell 3% year-on-year!
Living up to expectations, one after another, many people began to worry about its impact on the market, is it dangerous to have a big a?How dangerous is it?With the current position of A-shares, the impact of these so-called data seems to have been digested, even in the December cycle, experts should be prepared to resist all changes, because real old investors know that every December has to go through a period of changes, fluctuations, and even cyclical adjustments, and this year is no exception!
Fourth, last week's 3,000 points fell through, breaking through the psychological defense line of many investors during the year, and some people believe that 3,000 points will be a short-term high.
Last Tuesday's long black candle **, the volume was amplified, and last week Wednesday to Friday there was a small false white candle. It seems to be crumbling, but they all show a tail-end phenomenon, and the heavyweight stocks have not continued. My strength, but Da Changyang did not appear.
The CPI data released last week continued to be sluggish, the management strongly supported the growth of bilateral consumption and investment, and the troika demanded a comprehensive push for the organization of the 2024 economic work conference, and it is possible to stabilize foreign trade. Investment is a short-term driver, and consumption is the real driving force for domestic demand.
Fifth, Yu Dazui said that Huawei will launch disruptive products next year. There's a lot of speculation in the industry.
The first is MR, which Huawei spent three or four years developing, led by the R&D team of consumer BG. The goal is to be on par with Apple's VisionPro. Another guess is aerial photography.
In fact, the discussion of "breaking but not standing", "breaking first and then standing" and CPI cannot be discussed here.
Many people seem to be numb to good news, but they are very sensitive to bad news, and even worry about themselves!The weekend summit gave the market a clear direction, there is no problem with the general direction and trend, an economic data has a limited impact on the market, and if the positioning for 2024 is clear, then all subsequent ** or wash should be taken into account!The goal is to buy the main force, the most direct understanding is that December will be the main force**especially the new** and collection** period to build a position, and this was also the case last year, there are strong defensive drugs in December, and other positions are weaker. After the Spring Festival, the digital economy industry chain exploded. How many people still remember my strategy last year?New friends can look back and see that there are actually a lot of similarities.