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2024-12-13 05:39:14

In November, the CPI of the United States rose by 2.7% year-on-year and 0.3% quarter-on-quarter, which was in line with expectations. After the news was released, the market generally felt that the Fed might cut interest rates by 25 basis points in December, and the situation became clearer.3. The Federal Reserve may cut interest rates by 25 basis points.4. Consumption is also moving.


At present, more than 100 ETFs of CSI A500 are coming one after another, and no fund has ever had so many products. This is the biggest strength of the market's continuous strength and slow cattle!Is it a chance to enter in the afternoon?I predict that the funds will be bought with a high probability, because they have not risen enough, and they will eat the front Yinxian sooner or later! Once eaten, there will be a big market, depending on the arrival of the draft on Thursday and Friday. Therefore, it is washing dishes in the morning and pulling up in the afternoon!


In the consumer industry in general, stimulating consumption is definitely one of the key points, because it is impossible to stabilize the stock market and the property market only by releasing water. In addition, consumption is relatively low, so the stock price of the consumer industry lags behind, but it is not a disadvantage, but an advantage!Many people stare too much at the index and are blinded by the illusion. Although the 10.8-day high has never passed, but if you look at individual stocks, two-thirds of them have exceeded the 10.8-day high, and the market has not yet broken through, which is the drag of Baima heavyweights!After the Federal Reserve cut interest rates all the way, we have more and more room to move. I expect that the RRR cut and interest rate cut will follow in 2025, further stimulating the economy and the stock market. Both at home and abroad are loose, and the market will be flooded with money. The bull market in 2025 is obvious!

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