Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you: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.3. Implement special actions to boost domestic demand. I won't say more. The expectation has already landed, but it depends on implementation. Before, the market had expected to issue special treasury bonds to residents to subsidize consumption. Now consumer stocks are accelerating in the short term, so be careful to cash in the risks.
Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:Recently, domestic-funded institutions have made a large net outflow continuously, and the entry of mysterious funds is not continuous. Therefore, Lao Liu judged that once the incremental funds are insufficient to follow the trend, the market is likely to fluctuate and consolidate, so don't chase after it in the short term, especially in terms of consumption!1, improve the financial deficit ratio. Proactive fiscal policy,
Overnight, European and American stock markets were mixed, and the three major indexes of US stocks continued to adjust. The Chinese stock index rose slightly by 0.02%, and the A50 index fell by 0.89%. The external sentiment was negative. Judging from the sudden diving in the A50 session at night, foreign capital is also in line with expectations, so it is necessary to guard against chasing up today.At present, the scope of investment includes national debt and index funds. In fact, I think the biggest advantage is that under the background of the proliferation of index funds, you can focus on tracking the varieties selected above. In order to encourage individual pensions to enter the market, the products selected are generally not too bad.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!