First, ZC, a moderately loose currency, was used only in 20 years, in 2009-10; Second, the more active financial ZC has never been used in more than 20 years; Thirdly, stabilizing the stock market and the property market is also the foundation that I firmly believe in the bull market since September 24, which has been raised to such a level for the first time in history; Fourth, vigorously boost consumption and expand domestic demand in all directions.Second market directionAfternoon rhythm
Morning rhythm1. Science and technology direction: focus on consumer electronics, AI application, semiconductor chain, Xinchuang software and low-altitude economy; You can look for the daily limit on September 29/30 at night, and this wave should be stronger.But then it will be repeated. The 12-day press conference of openai12 can't have no bright spots at all, but there are still things worth looking forward to.
The logic here is that the currency is loose. This time, the direction of water flow must be new quality productivity, and NVIDIA is superimposed by lian. This is a landmark event, so the direction of internal circulation of science and technology is strengthened again; Compared with 2008, 4 trillion yuan is infrastructure, so don't entangle the real estate cycle at present.Morning rhythmThe theme is only robots, cultivating diamonds, Ai big models and CXO, especially the AI application end is relatively strong. The number of days of entertainment is 9 billion, and the recognition of Wanxing Technology and Easy Point is high. Moreover, we are talking about the make-up, and Haitian Ruisheng has also performed.