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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!Recently, domestic-funded institutions have made a large net outflow continuously, and the entry of mysterious funds is not continuous. Therefore, Lao Liu judged that once the incremental funds are insufficient to follow the trend, the market is likely to fluctuate and consolidate, so don't chase after it in the short term, especially in terms of consumption!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.

Therefore, what is lacking at the moment is substantial and beneficial, such as lowering the RRR and cutting interest rates. Technically, my judgment remains unchanged, and the nature of the small high point of 3494 points has not changed. Unless it can be broken through in volume, it will need to be adjusted at that time. If it is short-term, continue to wait and see, and don't blindly chase after it.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.At present, the scope of investment includes national debt and index funds. In fact, I think the biggest advantage is that under the background of the proliferation of index funds, you can focus on tracking the varieties selected above. In order to encourage individual pensions to enter the market, the products selected are generally not too bad.

Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:At present, the scope of investment includes national debt and index funds. In fact, I think the biggest advantage is that under the background of the proliferation of index funds, you can focus on tracking the varieties selected above. In order to encourage individual pensions to enter the market, the products selected are generally not too bad.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.