First, the Fed's interest rate cut cycle has officially begun.
Given the current inflation trend, the 10-year Treasury yield will fall below 3 again as the Fed will start cutting interest rates for the first time in March as the recession and inflation persist5%, the dollar index will fall below 98 points, and the domestic exchange rate will rise above 6At 9 o'clock, foreign investment will return to more than 200 billion yuan in the first quarter of 2024, which will be a big boost for A-shares.
2. 2023 will be a bumper year for China's aerospace industry.
According to **, at 8:13, the Long March series carrier rocket launched an Internet technology test satellite into orbit in Jiuquan. The 48th mission of China's self-developed carrier rocket was a complete success.
Based on this information, we can analyze the following: First of all, the launch vehicle technology in our country is very mature. The A-share industry chain will focus on the aerospace industry and the satellite network industry, and listed companies related to the satellite manufacturing business sector are worth paying attention to.
3. The PBOC agreed to change Alipay (China) to no actual controller.
Affected by this news, Hang Seng Electronics, Cathay Pacific Property Insurance and other subsidiaries of Ant Group were simultaneously reorganized and no longer had actual control. Alipay (China) is wholly owned by Ant Technology Group***. Ant Group's balances are scattered and there are no real regulators, which is in line with the spirit of the central bank.
Ant Group does not have an actual controller, and decentralization of ownership is in line with the spirit of the central bank. Now the question is whether Ant Group will apply for an IPO againThis will be a big impact on our country, if the IPO is required in the A** field, it is estimated that the negative impact on the weak state of the A** field will be greater than its own **. Promote positivity. What do you think?
Fourth, a large wave of policy gift packages released (the first quarter has always been a favorable policy period, and this will be especially true in 2024, the policy dividends of the two sessions, trillions of special treasury bonds will be implemented, and the PMI will rise to more than 50% in the short term).
After several days of small **, A-shares finally broke out in the last two days of this year, and the day before yesterday found a golden cross, up more than 13%。On Friday, they scored 20 points again. And with 2974 points**!
And this number, which was supposed to be the last number of 2023, although it missed the annual attack, the past two days A shares have given people hope.
I believe that the spring of A-shares has come, and the bull market has come, right under our feet!More than 4,300 companies boarded last Friday, mainly in the high-tech and artificial intelligence sectors.
Northbound ** was sold off in late trading and it looks like they are heading back west for the New Year. In more than a month, our Chinese New Year will begin, this period will be the ** festival, take advantage of this time, have a good New Year!