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2024-12-14 11:11:56

Yesterday's news mentioned some macro policies, such as unconventional countercyclical adjustment, moderately loose and more active fiscal policies, but apart from these descriptions, we didn't see more details.Yesterday's news mentioned some macro policies, such as unconventional countercyclical adjustment, moderately loose and more active fiscal policies, but apart from these descriptions, we didn't see more details.


First, Shanghai icon has released an action plan for mergers and acquisitions. Tomorrow, Shanghai local stocks are expected to be reorganized, and it is estimated that they will be speculated again, but this is mainly local speculation. In particular, the integrated circuit icon, biomedicine and artificial intelligence are the three major areas, and the future is the direction strongly supported by mergers and acquisitions.Second, Contemporary Amperex Technology Co., Limited icon plans to distribute a cash dividend of 12.3 yuan to all shareholders for every 10 shares.If it's fast, it's expected to land this Friday. At that time, will it be after-hours news or after-hours news? If it continues to be after-hours news, it's expected that the mood will ferment over the weekend, so will there be another situation of high opening and low going icon next Monday?


After all, these high opening and low walking have also made everyone guard against it. Once there is a high opening, the mood of cautious wait and see is relatively high. The best way to expect the ambush policy is to do more on dips before landing cash, and wait until there is a real opportunity to open higher, that is the time to make the difference.The trillion-dollar turnover did last a long time, but it didn't go out of the big bull market that everyone imagined, and it was mainly local market. The characteristics of this round of market hot money and retail investors are the most obvious. In addition, some small institutions have quantified and earned a lot.Therefore, the next meeting is expected to have more details about the economy, but the specific figures that everyone expects, such as deficit ratio, will have to wait for the two sessions next year. Now it depends more on more economic policies.

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