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Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.

Before analyzing this, we still need to make clear a basic cognition-the financial war between China and magnesium has already started, will exist for a long time, and will surely intensify! This is not throwing the pot at the old magnesium, but the fact!Last weekend, all kinds of data from the market didn't come out. Will this be an excuse for short sellers to say "less than expected" tomorrow? In fact, we all know that the data will not be presented until the conference in March next year.Constantly pushing up is not in line with our positioning of "slow cow" and "long cow". One day, when we need to adjust the rhythm, the opponent will follow the trend and make a fierce record. In this way, it is impossible to prevent and the harm is even greater.

Second, put forward "stabilizing the property market and the stock market";Stabilizing the stock market is a new formulation but not a new attitude! ! ! ! ! (Of course, this is an excellent boost to market confidence.)Is it consistent with our previous prediction? But the word "all-round" is added, so the secondary market should not only focus on food and beverage! At the last meeting, "cultivating new consumption patterns" was put forward. These are all in the same strain and echo each other.