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Anyway, the news is definitely positive, but they are all long-term positive, and most of them have long been expected. Now we can only say that they are in line with expectations. The above still wants to stimulate the spontaneous trading of the market through expectations, but yesterday, there was no mysterious capital entering the market, and A shares may not be able to break the Black Thursday spell.December 13th Morning Post: Heavy landing, be careful to cash in the risks!1, improve the financial deficit ratio. Proactive fiscal policy,

Today, my specific operation is as follows:Let's briefly talk about yesterday's personal pension and heavy meeting that exceeded expectations, as well as the impact on A shares. Of course, it is purely personal and for reference only!2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.

Therefore, what is lacking at the moment is substantial and beneficial, such as lowering the RRR and cutting interest rates. Technically, my judgment remains unchanged, and the nature of the small high point of 3494 points has not changed. Unless it can be broken through in volume, it will need to be adjusted at that time. If it is short-term, continue to wait and see, and don't blindly chase after it.Yesterday, A-shares were still a scene of the resonance of individual stocks and indexes falling back in early trading. As a result, when the news of personal pension at 11 o'clock came out, the market directly exploded! Big finance, which directly benefited, took the lead, not only pulled up the index, but also continued to repair the stocks in the afternoon. Yesterday, it rose again and broke the curse of Black Thursday.2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.