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2024-12-13 05:51:59

First, the economic transformation. Let's talk about the debt. In the past, our big bull markets all relied on the mapping of overseas currency issuance. As we said before, whether it was 05 or 15, it was essentially a small basin with a lot of water. The currency overflow caused by the rapid increase of foreign exchange reserves flooded into the stock market, and a crazy bull came quickly, including our institutional blue-chip bull in 1718. In essence, it was the rapid growth of foreign exchange reserves or the superposition of high reserves exceeding m2. Here is a message that everyone needs to pay attention to.On the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.On the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.


It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.Speculation is purely about volatility, studying a lot of empty power and strictly stopping losses. I don't know if you have found a problem. Before, I met an uncle who was over 60 years old and made a stock. At first glance, the ticket for market value management was sloppy and had no fundamentals, but even if he bought it at the end of the day, he made a profit and ran down a little the next day. I made a quantitative back test and the ticket didn't exceed 0.3. Last year, this uncle did 142% of this operation on an annualized basis, and the light handling fee accounted for 4% of the funds, and the maximum withdrawal was 6%. This data means that almost all the public and private offerings in Shenzhen are suspended. Another question, have you found that in A-shares, as long as there is a scientific and technological direction guided by policies, don't worry about low-altitude quantum computing power or ai, and don't worry about how hard the callback is, it can't be stopped at all? It's very interesting, everyone. If everyone's capital is only tens of thousands, I think it is very necessary to study it. Suppose your principal is 100 thousand, 1% per day, 120w a year, and hundreds of millions in three years.


It's amazing. Remember the picture we drew in the post last week? I didn't wipe it here, so I'll show it to you. Last week, we talked about stepping back to confirm the trend intensity, and touched the horizontal center near 3375 to get a grade 4b. In fact, from our point of view, Thursday was already a short-selling structure with long-term exhaustion. As a result, a positive line was directly repaired, and if it was wrong, it was beaten to attention. You said that the national team didn't know the technology, but he knew the long-short power too well. Let's take a look at the current market in combination with the macro.Don't think that shipping is a bad word. If you don't speed up the shipment, you can't follow the trend without pulling the board. You have worked hard for one year, waiting for the event-driven east wind, and the fire will burn quickly. This is the enjoyment of "tulip bubble"Here, everyone who has read history should know that there is an old saying called "the power is not lower than the county, the county is the only clan, and the gentry is built by ethics". Let's retranslate this sentence and put it down. The decentralization of local debt approval is accelerating the process of debt conversion. You can understand that the major policies have been set and can be implemented, and the approval criticized by everyone is directly cut off. We must quickly complete the debt conversion and the county is the only clan.

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