First, 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.Morning rhythmThis tone setting tonight is of great significance, and then there is the expectation of the economic work conference.
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.III. Four major sectors and leading stocks (for emotional use only)3. Robots:
1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.Third market styleThird market style
Strategy guide
12-13
Strategy guide 12-13