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Let's briefly talk about yesterday's personal pension and heavy meeting that exceeded expectations, as well as the impact on A shares. Of course, it is purely personal and for reference only!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.Anyway, the news is definitely positive, but they are all long-term positive, and most of them have long been expected. Now we can only say that they are in line with expectations. The above still wants to stimulate the spontaneous trading of the market through expectations, but yesterday, there was no mysterious capital entering the market, and A shares may not be able to break the Black Thursday spell.

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.4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.1, improve the financial deficit ratio. Proactive fiscal policy,

Today, my specific operation is as follows:Today, we will continue to wait and see, and now we will wait, or wait for the volume to break through a new high, and then follow the funds to play a new direction; Either wait for the initiative to retreat and digest the daily deviation pressure, and then look for a low-sucking opportunity!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.