Global attention!The seven major focuses of A-shares last night and this morning!
1. Yu Yongding: China should reduce the proportion of foreign exchange reserves in overseas assets.
Yu Yongding, a member of the Faculty of the Chinese Academy of Social Sciences, expressed the above views at the 2023 Sanya Financial Forum on December 17, and the following is also his personal view.
2. Yu Yongding: Improve the security of China's overseas assets, especially foreign exchange reserves.
Take a look at the ones that fell the most. Could it be the ones that have been hyped dozens of times in recent years?Take a look at the brokerage's 8-year cycle. Have you ever hyped it up?Has it gone up?So how much ** space is there now?It's not surprising that brokerages were still small on Friday. As long as you don't chase higher during the positive line of **, or intervene in the negative line suppressed by the contrarian trend, there will be no loss, and it will be a small profit. Or the problem of excessively high profits, then the current adjustment is only a small drawdown of profits, what else to worry about?
Don't chase up, don't chase hot spots, don't intervene in the positive line, and don't do things that have been hyped. You should be calm and relaxed by now. Everyone's panic and fear are the basis for their reverse operation. Once the logic is figured out, everything becomes very simple. The market only has about 80 pips of space, but there is a lot of space. Shouldn't we be ecstatic?We must have a deep understanding of what repression isWhat is evasion?These are the most basic dynamic techniques, insight into time-sharing market trends, and all laws and logic.
3. Yu Yongding: It is necessary for China to order US Treasury bonds.
4. Fed's Bostic: Interest rate cuts are expected to begin in the third quarter of 2024.
5. State Administration of Foreign Exchange: In November, foreign investors increased their net holdings of domestic bonds to US$33 billion, the second highest level in history.
Data elements, data confirmation: This direction is stimulated by major positive news. Although the current trend is along the short-term **weak**, it has not completely broken the level. If the volume can strengthen this week and become the vanguard of the sector, you can focus on the front row to lead the gains. Share.
Knowledge payment and intellectual property rights: The knowledge payment industry index is stronger than intellectual property. If it can continue to strengthen this week, it will be worth watching. SOE Reform: The strongest performing sector should continue to spread this week. Following last week's event, Shanghai's local ** strengthened. This week, Shenzhen's local stocks will pay moderate attention to the national reform. In addition, you can also look for the reform concept stocks of Chinese enterprises in various leading sectors for tracking.
6. Rizhao Port: The first unmanned loading and unloading machine was successfully tested for heavy load. It's a smart port.
7. The 1000kV UHV AC project from Fuzhou to Xiamen was put into operation, which can greatly promote the large-scale consumption of clean energy such as wind power and photovoltaic in Fujian power grid.
Personal opinions are for informational purposes only and do not involve any testimonials or recommendations!