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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.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.Today, my specific operation is as follows:

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!3. Implement special actions to boost domestic demand. I won't say more. The expectation has already landed, but it depends on implementation. Before, the market had expected to issue special treasury bonds to residents to subsidize consumption. Now consumer stocks are accelerating in the short term, so be careful to cash in the risks.4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.

Overnight, European and American stock markets were mixed, and the three major indexes of US stocks continued to adjust. The Chinese stock index rose slightly by 0.02%, and the A50 index fell by 0.89%. The external sentiment was negative. Judging from the sudden diving in the A50 session at night, foreign capital is also in line with expectations, so it is necessary to guard against chasing up today.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.