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"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."When the hesitant funds and investors exclaimed that the cow was coming, the big funds were lured to 3800, and then fell back to 3500 in January next year.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.

"Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, and strengthen unconventional countercyclical adjustment."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.First of all, the word "positive" in previous years was changed to "more positive". The last time this statement was put forward was in 2020, and everyone knew what happened at that time. This time, I am more active and spend money in the market.

So in my last post, I emphasized that A shares would fluctuate between 3150 points and 200 points, and fell below 3150 points. But I should have thought that the bottom of the market was rising and the consolidation was going up. Finally, I paid the bill for my cognition: "I'm sorry".What do you think of the so-called bull market of A shares?If you don't have stocks in your hand, don't worry in the morning, just wait for the new cycle to start, confirm the resonance theme, and get on the bus in various postures. In this emotional fragile stage, the most taboo is to follow the trend and go up to the top, regardless of whether it is up or down, we must maintain our own judgment, do not follow suit, make a good plan, and then implement it. Remember one thing, no market will end in a day or two.