Since the first adjustment in August, we have been reminding everyone of the risks in advance, and at the same time, we have also recorded our own operations. When the market adjusts below 2950 points this week, we will actively remind everyone of the opportunity and timing to get on the bus. Encounter is a kind of fate, you can pay attention to it, and then do a good job of witnessing. The time has come, around 2950 points, there are opportunities everywhere, I have gotten on the bus, everyone can be optimistic, the time below 3000 points will not be too long, the opportunity is fleeting.
The first negative has been fermented!The central bank releases economic data for November.
After yesterday, the central bank released economic data for November, and the balance of RMB deposits at the end of November was 28418 trillion yuan, a year-on-year increase of 102%, the growth rate was 0.0 lower than the end of last month and the same period last year, respectively3 pcs and 13 percentage points;China's new renminbi loans in November109 trillion yuan, the market estimate is 1.27 trillion yuan, lower than market expectations;The balance of M2 at the end of November was 2912 trillion yuan increased by 10% year-on-year, and the growth rate was 0.0 lower than the end of last month and the same period last year, respectively3 and 24 percentage points. Narrow money (m1) balance 6759 trillion yuan, a year-on-year increase of 13%, the growth rate was 0.0 lower than the end of last month and the same period last year, respectively6 and 33 percentage points;China's social financing scale increased by 2 in November45 trillion yuan, market expectation 26 trillion.
The whole data is lower than market expectations, which may be the main reason for yesterday's late dive. However, the data bearish has been realized yesterday, can there be a remedial *** today?This probability is very high.
In the past few days, Germany and France have hit record highs, Nikkei has hit a 30-year high, India has risen 33 times in 30 years, and the US Dow has also reached a record highIt is indeed not easy for large A shares to still fight at 3,000 points;But our financing has been the first in the world for many years, far ahead!
At the end of the U.S. interest rate hike cycle, the dot plot shows that interest rates will be cut by 75 basis points in 2024, which is good for the world**;In the evening, the dollar index fell sharply, and the yuan strengthened, a50**05%；It is expected that the People's Bank of China will soon make a big move, and the interest rate cut + RRR cut is on the way!