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2024-12-13 04:37:00

Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.Well, I wish you all a smooth investment in the new week. Some of the contents are a bit so, and you can go to the public snowball if you can't see it. I wish you all a good account.Don't think that shipping is a bad word. If you don't speed up the shipment, you can't follow the trend without pulling the board. You have worked hard for one year, waiting for the event-driven east wind, and the fire will burn quickly. This is the enjoyment of "tulip bubble"


Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.This time, the difference is only 0.007. Do you still remember that the global capital market plummeted and melted on August 5? Then in September, the Federal Reserve cut interest rates by 50bp urgently. After the data was released, the probability of the Fed's interest rate cut was 90.5%. After the meeting, the most eagle representative said that we should not look at this data, but the inflation rate. Then next Wednesday, the US cpi is also very important, so beware of short-term risks, especially the risk control at the index level.So for the current index, since you price this information, in principle, it is not allowed to fall below the starting point of information pricing, and the starting point resonates with the trend and horizontal central neckline, then neither 3380 nor the original trend is allowed to fall below in a short period of time.


If so, you can take good care of your stock assets, because the acceleration of real estate can't be sustained with the acceleration of debt conversion, especially the change in the statistical caliber of social finance is slowly repairing everyone's confidence. The next step is cpi re-transmission, and then the whole economic model is revitalized, which is the most important pawn at the moment, and liquidity has fallen. In the follow-up, whether it is the development of traditional infrastructure, the development of new infrastructure, the commercialization of land transfer, and the re-emergence of assets to make money, this hurdle has passed, and everyone must have this confidence.On the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.It is necessary to adjust the interest rate of 10/30 bonds in the future. The yield of the anchor 10-year government bonds priced by capital assets fell below 2%. Remember the spread between stocks and bonds we talked about? This is a good phenomenon. Before, A shares were not anchored by this anchor, which also confirmed that the initial intention of this round of "bull market" was the re-pricing of RMB assets. This 2% is equivalent to a calm lake. Real estate, stocks and other assets are all canoes above, but you can see that the stock market is declining, so there is bound to be a factor accelerating. Is real estate?

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