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2024-12-13 16:30:43

Afternoon comment: Black Five callback, what happened?


Today, 1000 yuan Merchants A500 Index (022455) is fixed. After the A500 rose for three consecutive days, the valuation is now down by about 1.5%, which is a good time to add positions. I am still optimistic about the subsequent market. Don't panic about the decline, collect more chips, and I won't miss it when the market comes. Judging from the press release of the current heavy conference, there will be no shortage of stimulus policies next year, and the determination and general direction of economic recovery will not change. The constituent stocks of China Merchants A500 Index are the leading companies in various industries and are the first to benefit from economic recovery.The American debt holding positions is too tight, and it will yield 1% after one year's purchase. The interest rate cut in the United States is not as strong as before next year. I plan to change the American debt into China debt base. Generally speaking, even in a bull market, I have to buy 10%-20% debt base. I currently hold a portfolio of debt bases for the elderly, so it should be almost enough to buy such a single debt base with good performance.Today, 1000 yuan Merchants A500 Index (022455) is fixed. After the A500 rose for three consecutive days, the valuation is now down by about 1.5%, which is a good time to add positions. I am still optimistic about the subsequent market. Don't panic about the decline, collect more chips, and I won't miss it when the market comes. Judging from the press release of the current heavy conference, there will be no shortage of stimulus policies next year, and the determination and general direction of economic recovery will not change. The constituent stocks of China Merchants A500 Index are the leading companies in various industries and are the first to benefit from economic recovery.


Today, the index pulled back across the board, which is really Black Friday. If you want to say what happened, first, it was blamed that US stocks fell last night, and second, it was related to the interest rate hike. Last night, gold also fell a lot, and the US dollar index continued to rise strongly. The third is the settlement of short-term funds and financing plates on Friday. Fourth, the expectation of the policy is good, and the A-share script is old. If there is any substantial negative, I don't think so, so don't panic. Maybe it will go up next Monday. The bond market is still very strong today.Today, the index pulled back across the board, which is really Black Friday. If you want to say what happened, first, it was blamed that US stocks fell last night, and second, it was related to the interest rate hike. Last night, gold also fell a lot, and the US dollar index continued to rise strongly. The third is the settlement of short-term funds and financing plates on Friday. Fourth, the expectation of the policy is good, and the A-share script is old. If there is any substantial negative, I don't think so, so don't panic. Maybe it will go up next Monday. The bond market is still very strong today.The American debt holding positions is too tight, and it will yield 1% after one year's purchase. The interest rate cut in the United States is not as strong as before next year. I plan to change the American debt into China debt base. Generally speaking, even in a bull market, I have to buy 10%-20% debt base. I currently hold a portfolio of debt bases for the elderly, so it should be almost enough to buy such a single debt base with good performance.

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