Puzzle? 》

Last night's RRR cut, releasing market liquidity of 1200 trillion yuan, is normal to be interpreted by the market, but it is still a bit naïve to interpret how big a change in the stock market is.

First of all, the RRR cut is not directly aimed at the stock market, and the timing of its choice contains many factors, including the stabilizing effect on the real estate market, and the stock market is not the main target of the RRR cut. Secondly, the positive of the RRR cut to release liquidity is long-term, not short-term, it represents the monetary policy into a loose channel, the future does not rule out that there will be interest rate cuts and other combination of fist continuous policies, so the expectation of continuous easing in the future is the main stimulus of the market to do more money full of imagination.

Back to the stock market, today it is true that the high open and low continue to be weak shocks, and the reduction of the RRR only affects the opening of the market. Eight types of stocks continue to move lower, this kind of market played a role in dragging down the weight rebound yesterday, and today it is still, so if the early market thinks that the reduction of the reserve requirement is a big positive and thus goes high to chase the rise, it will also be frustrated. However, there are still some details worth paying attention to during the adjustment period of these two days, that is, the continuous net inflow of funds from the north, which has reached 83 billion yuan today, and it can be seen that the data shows that the SSE 50 rights major blue chips have been favored by funds, and construction machinery is one of the more obvious net inflows of the industry, this sector should be said to still have the potential to tap. In the continuous blessing of the northbound funds, after the normal adjustment, the weight test of these two days will eventually evolve into an offensive plate of the merger of two or eight combined forces and double dragons, at which time, the index will once again create a new high.

This is also the main reason why I said that this "small high on the left side" does not have to pay too much attention, you can do a position reduction on the left side according to the actual situation, but the basic strategy and direction of doing more cannot be changed, and after repeated tests and tests around 3567, the market should not change the upward direction. The process is complex and confusing, but we need to stay awake in this mystery.

The wine glass continues to be raised, I dry, you feel free to ~ .

There is a water brother, not long-winded ~