1. Stock market: Since August 28th last year, the official media said "Let investors have a sense of gain (making money) in the stock market". After more than a year, no matter what level of speech and action, haven't they always been around this goal? All kinds of noise in the process, that can only be the opponent's means. I've been shouting about this for more than a year, haven't I?Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;First, robots: although there is differentiation in the short term, it must be the main line of the New Year. Need to expand and explore new varieties!
Second, AI and AI application: master the band rhythm and do more low-level startup varieties;Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!Is it consistent with our previous prediction? But the word "all-round" is added, so the secondary market should not only focus on food and beverage! At the last meeting, "cultivating new consumption patterns" was put forward. These are all in the same strain and echo each other.
Last weekend, all kinds of data from the market didn't come out. Will this be an excuse for short sellers to say "less than expected" tomorrow? In fact, we all know that the data will not be presented until the conference in March next year.12.09 Comments: Written after the meeting.At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide
Strategy guide 12-13