Therefore, for the A-share market, the economic data released by the Bureau of Statistics this morning can only cause psychological impact, and can't bring greater destructive power to the whole market. This is the reason why the market dived in the middle of the market, but eventually it basically leveled off!First, this year we will successfully complete the economic growth target set at the beginning of the year! The meeting held that this year is a crucial year to realize the objectives and tasks of the 14 th Five-Year Plan, and China's economic strength, scientific and technological strength and comprehensive national strength have been continuously enhanced. The new quality productivity has developed steadily, the reform and opening up has continued to deepen, the risk mitigation in key areas has been orderly and effective, and the people's livelihood security has been solid and powerful. The main objectives and tasks of economic and social development throughout the year will be successfully completed.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.
Once the domestic economic recovery falls short of expectations in the fourth quarter of this year, the top management will continue to increase all kinds of economic stabilization policies to ensure the smooth operation of the domestic economy in the first quarter of next year! In fact, this point can also be found in the Xinhua News Agency article. When it comes to fiscal policy, the Xinhua News Agency article shows that there is still more room for borrowing in China at present; When it comes to monetary policy, the Xinhua News Agency article shows that the counter-cyclical mediation of monetary policy will continue to increase in the future!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!During this period, many investors are worried that the economic growth rate is less than expected, and that the economic recovery is too fast, and the future policy support will decline. This mentality of being swayed by considerations of gain and loss is the main obstacle that causes the A-share market to hesitate. This Politburo meeting of the Chinese Communist Party meeting is the first time in 14 years that a "moderately loose" monetary policy has been set again, which is equivalent to removing a big stone in the hearts of bulls!
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.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.It can be seen from the trend of today's market and growth enterprise market that although the two important indexes are not too big in the end, the differentiation is still obvious. The market is still stable in the strong area above 3400 points and the 5-day line, while the GEM index is still in the box structure. Then, will the whole market continue to go up along the pace of the broader market, or will it fall back to the box structure with the GEM?
Strategy guide
12-13
Strategy guide
12-13
Strategy guide