To put it simply, if you open higher and go higher today, there may be another stage high point in the short term, which may not be too friendly for the promotion of the market outlook. At least before the daily deviation is digested, it is a hidden dark mine, and then the fluctuation will be relatively large.Overnight, the external stock markets were mixed, and the three major indexes of the United States weakened collectively, while the Chinese stock index rose by 8.35% and the A50 index rose by 0.84%. The external sentiment was obviously beneficial to China assets. Therefore, there is no suspense in opening higher today, but if the opening is too large, it is not a good thing.Hang Seng Index futures closed early, so the feedback was not the actual situation. The A50 futures index exploded by more than 4 points at the end of the session, and the night market rose by 0.84%, so today it depends entirely on the opening of A shares. If it exceeds 3,500 points, the benefits will be directly digested. Once the funds can't keep up, it should be a high probability event to open higher and go lower.
First of all, the policy combination boxing includes not only monetary policy, but also fiscal policy. Some brokers have predicted that deficit ratio will increase from 3% to 4%. Of course, this needs to be verified later. It's just that fiscal stimulus is a moderate rhythm of releasing water, not to mention that it hasn't been introduced yet, at least don't expect this batch of funds to flow into A shares quickly.First of all, the policy combination boxing includes not only monetary policy, but also fiscal policy. Some brokers have predicted that deficit ratio will increase from 3% to 4%. Of course, this needs to be verified later. It's just that fiscal stimulus is a moderate rhythm of releasing water, not to mention that it hasn't been introduced yet, at least don't expect this batch of funds to flow into A shares quickly.2. The new quality productivity ranks second this time. The key point is that last year, the construction of modern industrial system was led by scientific and technological innovation, and this time it has become the development of new quality productivity led by scientific and technological innovation. The new quality productivity has been repeatedly mentioned by Lao Liu recently, and the synthetic biology, commercial aerospace, low-altitude economy and the direction of Lu Yun mentioned yesterday deserve special attention.
Hong Kong stocks are mainly led by brokerage insurance, interior housing, consumption, technology and Internet giants. Today, under the A-share mapping, the above direction deserves special attention. However, I would like to remind you that after reading yesterday's resumption of trading, many small tickets and low-priced stocks that have been sizzled recently have shown signs of decline, so the way to break the position is to go on rallies, and the style switch behind should be a high probability event.Therefore, today's trend is very critical. If it is significantly higher, it will be directly opened near or above 3,500 points, especially if it can stand at 3,489.78 points at the close, then there will be multiple divergence structures here, and there will only be one way to accelerate the short-term, otherwise once the structure is formed, it may be very uncomfortable.Secondly, the status of the stock market has obviously risen, but the last 500 billion swap facility+300 billion loan repurchase just pulled the index to 3509 points. This time, the expectation lies in the medium and long term. In addition to fighting chicken blood in the short term, it is not as effective as the substantial payment in early November. Don't rush to chase after it.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13