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Secondly, the status of the stock market has obviously risen, but the last 500 billion swap facility+300 billion loan repurchase just pulled the index to 3509 points. This time, the expectation lies in the medium and long term. In addition to fighting chicken blood in the short term, it is not as effective as the substantial payment in early November. Don't rush to chase after it.4. For the first time, the extraordinary countercyclical adjustment was put forward, and it was clearly named for the first time to stabilize the stock market and the property market. There are several points that we should treat dialectically:In response, you can hold shares, but it is not suitable for chasing up. Remember! Never!

2. The new quality productivity ranks second this time. The key point is that last year, the construction of modern industrial system was led by scientific and technological innovation, and this time it has become the development of new quality productivity led by scientific and technological innovation. The new quality productivity has been repeatedly mentioned by Lao Liu recently, and the synthetic biology, commercial aerospace, low-altitude economy and the direction of Lu Yun mentioned yesterday deserve special attention.On the weekend, the official media continued to warm up. Yesterday, A shares were tepid, and they were even maliciously smashed in the afternoon! As a result, after the close of trading, there was a favorable level of king explosion. At least the periphery has gone crazy, so how will A shares go today? How should we deal with it?

1. This time, boosting consumption and expanding domestic demand are put in the first place, which is basically consistent with the official media preheating. But I emphasized this piece yesterday. It's not that everyone doesn't want to spend, but that they don't have money to spend. It depends on whether the money issued by the special national debt can be cashed in, which will benefit big consumption in the short term, but the overall increase of this piece is really not small. Don't blindly chase after it.Overnight, the external stock markets were mixed, and the three major indexes of the United States weakened collectively, while the Chinese stock index rose by 8.35% and the A50 index rose by 0.84%. The external sentiment was obviously beneficial to China assets. Therefore, there is no suspense in opening higher today, but if the opening is too large, it is not a good thing.1. This time, boosting consumption and expanding domestic demand are put in the first place, which is basically consistent with the official media preheating. But I emphasized this piece yesterday. It's not that everyone doesn't want to spend, but that they don't have money to spend. It depends on whether the money issued by the special national debt can be cashed in, which will benefit big consumption in the short term, but the overall increase of this piece is really not small. Don't blindly chase after it.