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4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.December 13th Morning Post: Heavy landing, be careful to cash in the risks!3. Implement special actions to boost domestic demand. I won't say more. The expectation has already landed, but it depends on implementation. Before, the market had expected to issue special treasury bonds to residents to subsidize consumption. Now consumer stocks are accelerating in the short term, so be careful to cash in the risks.

Yesterday, A-shares were still a scene of the resonance of individual stocks and indexes falling back in early trading. As a result, when the news of personal pension at 11 o'clock came out, the market directly exploded! Big finance, which directly benefited, took the lead, not only pulled up the index, but also continued to repair the stocks in the afternoon. Yesterday, it rose again and broke the curse of Black Thursday.4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.First of all, personal pension is also a long-term positive, but the short-term stock of funds is limited. With more and more people participating, the scale of funds will expand accordingly, and the high probability will become a big boost for A shares. After all, this batch of funds is difficult to withdraw, and it is also a typical long-term fund.

Therefore, what is lacking at the moment is substantial and beneficial, such as lowering the RRR and cutting interest rates. Technically, my judgment remains unchanged, and the nature of the small high point of 3494 points has not changed. Unless it can be broken through in volume, it will need to be adjusted at that time. If it is short-term, continue to wait and see, and don't blindly chase after it.First of all, personal pension is also a long-term positive, but the short-term stock of funds is limited. With more and more people participating, the scale of funds will expand accordingly, and the high probability will become a big boost for A shares. After all, this batch of funds is difficult to withdraw, and it is also a typical long-term fund.2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.