Combined with the two sets of inflation data in November, we can almost get a conclusion:In Saturday's article and this morning's [A-share news], Jun Ge clearly pointed out that the main force to make A-shares last Friday was the Shanghai and Shenzhen 300ETF, and it was the national team hidden behind the Shanghai and Shenzhen 300ETF! The reason why the national team chose to enter the arena last Friday is that Politburo meeting of the Chinese Communist Party has great benefits; The second is to maintain stability and prevent the A-share market from falling sharply during the meeting.
However, today's news is not calm. The Bureau of Statistics released China's CPI and PPI data in November, which will have a lasting impact on the real economy, high-level governance and the A-share market! It is also the main reason why today's A-share market did not continue the strong pattern of last Friday.It is worth noting that this meeting not only released the above two reassurances, but also focused on stabilizing the property market and the stock market. The operating environment of the A-share market next year will probably not be bad.In terms of Hong Kong stocks, the Hang Seng Index was quickly pulled up by 2% from 3: 18, and the housing stocks in Hong Kong stocks strengthened in late trading, and Rongxin China rose by more than 10%; The Hang Seng Science and Technology Index rose sharply by 4%; FTSE China A50 index futures rose by more than 4%; China ETF rose more than 10% at night when it was 3 times richer ...
In your brother's view, these two reassurances have released a very important policy signal!To understand this problem, we need to know the reasons for the divergence between the two indexes today, so as to judge the market trend in the later period.In terms of Hong Kong stocks, the Hang Seng Index was quickly pulled up by 2% from 3: 18, and the housing stocks in Hong Kong stocks strengthened in late trading, and Rongxin China rose by more than 10%; The Hang Seng Science and Technology Index rose sharply by 4%; FTSE China A50 index futures rose by more than 4%; China ETF rose more than 10% at night when it was 3 times richer ...
Strategy guide
12-13
Strategy guide