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2024-12-13 23:52:53

December 13th Morning Post: Heavy landing, be careful to cash in the risks!First of all, personal pension is also a long-term positive, but the short-term stock of funds is limited. With more and more people participating, the scale of funds will expand accordingly, and the high probability will become a big boost for A shares. After all, this batch of funds is difficult to withdraw, and it is also a typical long-term fund.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.


Yesterday, A-shares were still a scene of the resonance of individual stocks and indexes falling back in early trading. As a result, when the news of personal pension at 11 o'clock came out, the market directly exploded! Big finance, which directly benefited, took the lead, not only pulled up the index, but also continued to repair the stocks in the afternoon. Yesterday, it rose again and broke the curse of Black Thursday.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.


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.1, improve the financial deficit ratio. Proactive fiscal policy,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!

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