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2024-12-13 05:48:40

How to judge whether it is less than expected? It is very simple. If the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (28 differentiation), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the shipment of individual stocks. And vice versa.In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.And this passage also added the word "extraordinary countercyclical adjustment", which appeared for the first time in history! Note that this is also the first time, and supernormal means exceeding expectations!


"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."And this passage also added the word "extraordinary countercyclical adjustment", which appeared for the first time in history! Note that this is also the first time, and supernormal means exceeding expectations!


What about science and technology innovation board and Beijiao 50, which I am optimistic about?When the hesitant funds and investors exclaimed that the cow was coming, the big funds were lured to 3800, and then fell back to 3500 in January next year.How to judge whether it is less than expected? It is very simple. If the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (28 differentiation), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the shipment of individual stocks. And vice versa.

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