As you can see, as long as the weight is not hard to pull, the index is a range shock, but the theme is crazy, full of money-making effect and money-losing effect. Slow cattle are a lot of tenbiger stocks, but the Shanghai Stock Exchange may look back and the annual line will rise by about 10%. This is slow cattle.It is necessary to adjust the interest rate of 10/30 bonds in the future. The yield of the anchor 10-year government bonds priced by capital assets fell below 2%. Remember the spread between stocks and bonds we talked about? This is a good phenomenon. Before, A shares were not anchored by this anchor, which also confirmed that the initial intention of this round of "bull market" was the re-pricing of RMB assets. This 2% is equivalent to a calm lake. Real estate, stocks and other assets are all canoes above, but you can see that the stock market is declining, so there is bound to be a factor accelerating. Is real estate?If so, you can take good care of your stock assets, because the acceleration of real estate can't be sustained with the acceleration of debt conversion, especially the change in the statistical caliber of social finance is slowly repairing everyone's confidence. The next step is cpi re-transmission, and then the whole economic model is revitalized, which is the most important pawn at the moment, and liquidity has fallen. In the follow-up, whether it is the development of traditional infrastructure, the development of new infrastructure, the commercialization of land transfer, and the re-emergence of assets to make money, this hurdle has passed, and everyone must have this confidence.
It is necessary to adjust the interest rate of 10/30 bonds in the future. The yield of the anchor 10-year government bonds priced by capital assets fell below 2%. Remember the spread between stocks and bonds we talked about? This is a good phenomenon. Before, A shares were not anchored by this anchor, which also confirmed that the initial intention of this round of "bull market" was the re-pricing of RMB assets. This 2% is equivalent to a calm lake. Real estate, stocks and other assets are all canoes above, but you can see that the stock market is declining, so there is bound to be a factor accelerating. Is real estate?It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.If so, you can take good care of your stock assets, because the acceleration of real estate can't be sustained with the acceleration of debt conversion, especially the change in the statistical caliber of social finance is slowly repairing everyone's confidence. The next step is cpi re-transmission, and then the whole economic model is revitalized, which is the most important pawn at the moment, and liquidity has fallen. In the follow-up, whether it is the development of traditional infrastructure, the development of new infrastructure, the commercialization of land transfer, and the re-emergence of assets to make money, this hurdle has passed, and everyone must have this confidence.
Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.Well, I wish you all a smooth investment in the new week. Some of the contents are a bit so, and you can go to the public snowball if you can't see it. I wish you all a good account.So for next week, since it's super week, we'd better respect it, such as lowering positions, unloading leverage, meetings, and our cpi. This expectation can all go to 0.5, and the cpi of America is expected to go to 2.7. If these two important data are added to a meeting, the capital market will fluctuate violently, and there will be two turning points of re-inflation. Here's a data, remember what we said a long time ago.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13