HariyaoHuat
2021-12-28
We are ready
@许亚鑫:
央妈已准备好了,A50的行情准备好了没?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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href=\"https://laohu8.com/TW/605123832\" target=\"_blank\">老虎社区最受欢迎虎友评选开始</a></p> <p>上周五,太平洋彼岸过圣诞,而我们却在宁王的带领下,过了一次新能源的“劫”:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/dbc3da3461328e3e7fbe9eb7f3307b96\" tg-width=\"277\" tg-height=\"453\"></p> <p><b>真的是好大的一颗圣诞树啊~</b></p> <p>今天两市开盘后维持全天震荡态势,缺乏了北上资金的参与,成交量也下降至9719亿,其中建材,家具制造,家电和机械机床涨幅居前,电气设备,酿酒,影视动漫和互联网则跌幅居前。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/140e35532dbfde85cc1f5b01b4abda0a\" tg-width=\"602\" tg-height=\"197\"></p> <p>两市涨跌对比为2522比1562,随着欧美假期北上归来,预计元旦节前的年末行情偏暖震荡的概率大一些,上周五宁王所带领的新能源集体跳水<b>,大概率也是公募基金调仓所致。</b></p> <p>宏观上来看,圣诞节前,央妈召开了第三季度货币政策委员会例会,与三季度对比:</p> <p><b>第一,央行更强调“稳增长”的迫切性和坚决性,谈及了“跨周期”与“逆周期”并重。</b>对于国内的经济基本面,延续了之前ZY经济工作会议三重压力的表述。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/17ba6286e1ade7f74ea93569b12a0f45\" tg-width=\"412\" tg-height=\"293\"></p> 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href=\"https://laohu8.com/S/HSIMAIN\">$恒生指数主连(HSImain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a></p></body></html>","htmlText":"<html><head></head><body><p>各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:<a href=\"https://laohu8.com/TW/605123832\" target=\"_blank\">老虎社区最受欢迎虎友评选开始</a></p> <p>上周五,太平洋彼岸过圣诞,而我们却在宁王的带领下,过了一次新能源的“劫”:</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/dbc3da3461328e3e7fbe9eb7f3307b96\" tg-width=\"277\" tg-height=\"453\"></p> <p><b>真的是好大的一颗圣诞树啊~</b></p> <p>今天两市开盘后维持全天震荡态势,缺乏了北上资金的参与,成交量也下降至9719亿,其中建材,家具制造,家电和机械机床涨幅居前,电气设备,酿酒,影视动漫和互联网则跌幅居前。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/140e35532dbfde85cc1f5b01b4abda0a\" tg-width=\"602\" tg-height=\"197\"></p> <p>两市涨跌对比为2522比1562,随着欧美假期北上归来,预计元旦节前的年末行情偏暖震荡的概率大一些,上周五宁王所带领的新能源集体跳水<b>,大概率也是公募基金调仓所致。</b></p> <p>宏观上来看,圣诞节前,央妈召开了第三季度货币政策委员会例会,与三季度对比:</p> <p><b>第一,央行更强调“稳增长”的迫切性和坚决性,谈及了“跨周期”与“逆周期”并重。</b>对于国内的经济基本面,延续了之前ZY经济工作会议三重压力的表述。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/17ba6286e1ade7f74ea93569b12a0f45\" tg-width=\"412\" tg-height=\"293\"></p> <p><b>第二</b>,央行延续三季度房地产的“两维护”基调,即<b>维护房地产市场健康发展,维护住房消费者合法权益,</b>四季度则更为具体的强调要“满足购房者合理住房需求”、促进“房地产市场良性循环”,抓手或在按揭放松、保障房和精准拆弹。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ce1899ae291d97b08adaf929b7edbb05\" tg-width=\"688\" tg-height=\"385\"></p> <p><b>最后</b>,“总量”与“结构”双发力,<b>今年结构性货币工具作用较大,但未止住贷款需求以及新增社融下滑,</b>大部分结构性贷款无优惠支持,且其他贷款投向也需要激励,亟待总量宽松加持。</p> <p>许导认为,稳增长是明年工作的重中之重,前文许导也给大家分析了“以经济建设为中心”,而在2014和2018年强调“以经济建设为中心”的年份前后,均出现了“松货币”(降准降息)、“宽财政”(两次地方债务置换,19年还有制度性减税降费2.4万亿)、“调监管”(14年棚改货币化、18年因城施策地方放松人才落户和限购)的政策转变。</p> <p>简单粗暴的来说便是,<b>2022年第一季度,央妈已做好继续降准降息的准备。</b></p> <p>那你们呢?投资的准备可做好了吗?《2020年盘点与2021年展望》约起来,这次的公开课,或许能够帮大家找打一些明年投资布局的线索!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/CNMAIN\">$A50指数主连(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/HSIMAIN\">$恒生指数主连(HSImain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a></p></body></html>","text":"各位虎友,大家好!年度的评选投票又开始了,希望大家在收看文章的时候,动动手指去点个赞,许导未来争取给大家带来更多精彩的观点,投票入口在这里:老虎社区最受欢迎虎友评选开始 上周五,太平洋彼岸过圣诞,而我们却在宁王的带领下,过了一次新能源的“劫”: 真的是好大的一颗圣诞树啊~ 今天两市开盘后维持全天震荡态势,缺乏了北上资金的参与,成交量也下降至9719亿,其中建材,家具制造,家电和机械机床涨幅居前,电气设备,酿酒,影视动漫和互联网则跌幅居前。 两市涨跌对比为2522比1562,随着欧美假期北上归来,预计元旦节前的年末行情偏暖震荡的概率大一些,上周五宁王所带领的新能源集体跳水,大概率也是公募基金调仓所致。 宏观上来看,圣诞节前,央妈召开了第三季度货币政策委员会例会,与三季度对比: 第一,央行更强调“稳增长”的迫切性和坚决性,谈及了“跨周期”与“逆周期”并重。对于国内的经济基本面,延续了之前ZY经济工作会议三重压力的表述。 第二,央行延续三季度房地产的“两维护”基调,即维护房地产市场健康发展,维护住房消费者合法权益,四季度则更为具体的强调要“满足购房者合理住房需求”、促进“房地产市场良性循环”,抓手或在按揭放松、保障房和精准拆弹。 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