The policy is strengthened and the pace is slow.Today's optimistic direction is still brokerage, science and technology and real estate, which are the direct beneficiaries of the policy. Other sectors, on the other hand, follow the market sentiment, and there may be a resonance rise.Last night, the performance of the external market was very strong. China ETF rose by 24% when it tripled its wealth. Although FTSE China A50 index surged back, it rose by 0.8% at night, with an overall cumulative increase of more than 5%. Hang Seng Index futures night trading Dayang line. The Nasdaq Golden Dragon China Index rose over 8% directly, with no obvious correction, and the RMB exchange rate returned to around 7.26. All these are sending a signal: China's assets are still strong, and this wave of market is different from before.
The market performance this time is stronger than ever. Although the characteristics of the policy market are still there, unlike the mad cow in September, it began to turn into a slow cow. Walk slowly and rise steadily. This is the next rhythm.Today's optimistic direction is still brokerage, science and technology and real estate, which are the direct beneficiaries of the policy. Other sectors, on the other hand, follow the market sentiment, and there may be a resonance rise.The market performance this time is stronger than ever. Although the characteristics of the policy market are still there, unlike the mad cow in September, it began to turn into a slow cow. Walk slowly and rise steadily. This is the next rhythm.
Recently, many people have asked me, "You read so much, why did you send a message to let us get on the bus now?" I can only say that those who are really in the car should have gone up long ago. It's not my problem that I'm still watching and I'm not keeping up with the rhythm. It's not unreasonable that I've been watching too much for so long. Opportunities in the policy market are there. If you don't look at them, you will miss them. If you can't keep up, you will miss them.Those who are still hesitating and waiting in short positions can only be said to be cognitive problems. People who really understand the market are not thinking about "whether to get on the bus" today, but whether to lighten or add positions. Don't wait for a second chance. If you miss it, you really miss it.