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.2. Boldly predict, today rose!Brokers suddenly pulled up and the market stabilized! Boldly predict that A shares will rise in the afternoon, followed by sunny days!
Consumer stocks were a little strong in early trading, which was mainly due to the early deduction of favorable expectations, because this time consumption was put in the first place, even ahead of technology, which showed that it was real, not just talk.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!
Looking at the distance, you can know that the wind and waves are small, and you will feel the sea level in the air!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!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!
Strategy guide
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Strategy guide