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 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?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.
Speculation is purely about volatility, studying a lot of empty power and strictly stopping losses. I don't know if you have found a problem. Before, I met an uncle who was over 60 years old and made a stock. At first glance, the ticket for market value management was sloppy and had no fundamentals, but even if he bought it at the end of the day, he made a profit and ran down a little the next day. I made a quantitative back test and the ticket didn't exceed 0.3. Last year, this uncle did 142% of this operation on an annualized basis, and the light handling fee accounted for 4% of the funds, and the maximum withdrawal was 6%. This data means that almost all the public and private offerings in Shenzhen are suspended. Another question, have you found that in A-shares, as long as there is a scientific and technological direction guided by policies, don't worry about low-altitude quantum computing power or ai, and don't worry about how hard the callback is, it can't be stopped at all? It's very interesting, everyone. If everyone's capital is only tens of thousands, I think it is very necessary to study it. Suppose your principal is 100 thousand, 1% per day, 120w a year, and hundreds of millions in three years.It's amazing. Remember the picture we drew in the post last week? I didn't wipe it here, so I'll show it to you. Last week, we talked about stepping back to confirm the trend intensity, and touched the horizontal center near 3375 to get a grade 4b. In fact, from our point of view, Thursday was already a short-selling structure with long-term exhaustion. As a result, a positive line was directly repaired, and if it was wrong, it was beaten to attention. You said that the national team didn't know the technology, but he knew the long-short power too well. Let's take a look at the current market in combination with the macro.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.
On Friday afternoon, I don't know if everyone went in to rush to play positions. In fact, for institutions, the positive line on Friday is actually not linked. Why do you say that?Let's talk about the plate again. Let's try to do certainty, look for certainty logic, and make plans at the end of this year's last point. For example, last week we said that institutions are very optimistic about tourism. In fact, everyone is familiar with the stimulation of tourism in winter. There is nothing new about an Asian Winter Games, which corresponds to a Dalian Shengya and a Changbai Mountain. These are all things stimulated by winning numbers's policies. Earlier, we told you that one of them is a Zhuang stock. Just take a research report from the seller's research institute before posting last week. Look at this week, the amount is at a new high. You said that these managers will definitely take it, but it will become a relay. If you get out before the chips are loose, your net worth will accelerate to a new high. After all, the optimization mechanism of the last elimination system is still terrible for the iron rice bowl. From a macro perspective, it is definitely an opportunity for local financial control platform companies to be involved in debt conversion in the next six months, and it will take half a year at the earliest to solve the liquidity. We will talk about it in detail later. From the perspective of the whole transformation cycle, what quantum information does the whole industrial chain of robot low-altitude ai semiconductors include, and so on? Anyone who has some fundamentals will go crazy in the slow cattle. The shortest term is the upcoming meeting and annual report. Do you want new infrastructure? Do you want certainty in the annual report? Last year, the optical module pcb was highly deterministic. What is the high certainty this year? Look at the contract liabilities. There is a group with high contract liabilities. As long as the first company discloses the compound expectation, it will be fulfilled. Combined with the new infrastructure, there may be a sustained market. You can look for it. The general direction is in the direction of resonance between wind power parts and quadruped robots. There are too few stocks and the capacity is not large, so we will not order it.Concentrate on doing big things while deploying the market. When the normal operation of the economy is in the inflation range, the market has higher strength and efficiency in resource allocation, then the market has the final say. When it is in the shrinking range, the market deployment fails, such as our current long-term debt, so it is driven by policies. We must know that next year is the last year of the 14 th Five-Year Plan to solve the debt. We must know the buyout reverse repurchase operation of 800 billion yuan some time ago, unless
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13