Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.It is necessary to adjust the interest rate of 10/30 bonds in the future. The yield of the anchor 10-year government bonds priced by capital assets fell below 2%. Remember the spread between stocks and bonds we talked about? This is a good phenomenon. Before, A shares were not anchored by this anchor, which also confirmed that the initial intention of this round of "bull market" was the re-pricing of RMB assets. This 2% is equivalent to a calm lake. Real estate, stocks and other assets are all canoes above, but you can see that the stock market is declining, so there is bound to be a factor accelerating. Is real estate?It is understood that there will be no big risk on our exchange rate side at the moment, and the stock market will not be as pessimistic as everyone thinks, and there are enough bullets.
So for the current index, since you price this information, in principle, it is not allowed to fall below the starting point of information pricing, and the starting point resonates with the trend and horizontal central neckline, then neither 3380 nor the original trend is allowed to fall below in a short period of time.Don't think that shipping is a bad word. If you don't speed up the shipment, you can't follow the trend without pulling the board. You have worked hard for one year, waiting for the event-driven east wind, and the fire will burn quickly. This is the enjoyment of "tulip bubble"As you can see, as long as the weight is not hard to pull, the index is a range shock, but the theme is crazy, full of money-making effect and money-losing effect. Slow cattle are a lot of tenbiger stocks, but the Shanghai Stock Exchange may look back and the annual line will rise by about 10%. This is slow cattle.
On the other hand, we look at the "dual track system" separately from the currency. Recently, there is a message that I don't know if you have paid attention to it, that is, the place.Well, I wish you all a smooth investment in the new week. Some of the contents are a bit so, and you can go to the public snowball if you can't see it. I wish you all a good account.Let's talk about the macro, the first is economic transformation, the second is the speed of our debt conversion and an obvious progress, and the other is the increase of gold holdings and our long-term debt and confidence in economic recovery.