Recently, the capital flow dividend is more obvious, and it is also defensive.First of all, the policy of promoting consumption is expected to continue to strengthen. The important meeting just held said that it is necessary to vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions;Compared with yesterday's large volume, today's volume has shrunk by 420 billion yuan. Even if the ETF is net subscribed, it is unlikely to exceed yesterday, so we can consider appropriate warehouse control.
public utilities19:19:35 [Beijing decided to issue 4.7 billion yuan of refinancing special bonds to replace existing implicit debts] Cailian News Agency on December 11th, Beijing decided to issue 4.7 billion yuan of refinancing special bonds to replace existing implicit debts, and invited tenders on December 18th, and interest began to accrue on December 19th. Up to now, 33 places across the country have announced the issuance of refinancing special bonds to replace the existing hidden debts, totaling 2 trillion yuan.
Finally, overnight, US stocks fell across the board, with only three primary industries rising, including daily consumption and optional consumption.Yesterday, A-shares opened higher and fell back, and institutions significantly increased their short positions by 12,247 (7,219), which is not a good signal. However, yesterday, the A-share volume was nearly 600 billion, and the total net subscription of ETFs in Shanghai and Shenzhen was 28.4 billion. All kinds of forces are mixed together and full of uncertainty.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13