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2024-12-13 05:54:05

In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.What do you think of the so-called bull market of A shares?


It is worth mentioning that I have always admired this science and technology innovation board and compared it with Beijiao 50. Now Beijiao has been continuously adjusted, and now there is no first board. The continuous freezing point is bound to be accompanied by a strong rebound. If there is a new cycle, it is still the first choice for flexibility, and then science and technology innovation board.How to judge whether it is less than expected? It is very simple. If the high-end large-cap stocks such as banks, oil and coal rise, it will be bad. If the large-cap stocks rise and the index rises (28 differentiation), but the small and medium-cap stocks do not rise, it will also be bad. This is the big money to pull the large-cap stocks up to cover the shipment of individual stocks. And vice versa.


Far beyond expectations, there are no special figures, only a persistent and tough attitude. The three words in this paragraph attracted me.In my opinion, in terms of capacity, today's science and technology innovation board is not as good as Beijing Jiao Tong 50, but in the long run, it may not be.Secondly, the change from "prudent" to "moderately loose" in previous years is a major change in the caliber of monetary policy. Moderate easing was last proposed in 2010, and our caliber in the past 14 years has been consistent and steady. No matter how radical the interest rate cuts and RRR cuts are, no matter how loose they look from the behavior, they just don't let go. This is the first change in 14 years, with emphasis on the first time.

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