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Second, my point of viewFirst, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.Many people don't know the short-term. In fact, there are two kinds of short-term, one is the emotional ticket, and the other is the short-term theme hype. It's totally different.

The theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.The reason why the market is very difficult now is that everyone is worried about the disturbance of various off-market policies and has been waiting for the time window, so the overall performance is very hesitant.The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.

The reason why the market is very difficult now is that everyone is worried about the disturbance of various off-market policies and has been waiting for the time window, so the overall performance is very hesitant.2. Securities and online gold: Hong Kong stocks are brokers and technology this hour, China Merchants Securities rose sharply, and then the Hang Seng Technology Index rose sharply; Then tomorrow's index and mood, first of all, are good for finance, and the flexibility is still to look at online gold. I guess these receipts, such as Royal Bank and huijin technology, can't be bought. Look at compasses more.However, there was also a HW news stimulus on the weekend, so it was robbed after opening lower. The core of Keli Sensing was the daily limit. This core standard will be adjusted later, and there will be opportunities; As for the plate, there are many adjustments. After all, the theme started on November 4, and the time span is a bit long.