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"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.This time, the difference is only 0.007. Do you still remember that the global capital market plummeted and melted on August 5? Then in September, the Federal Reserve cut interest rates by 50bp urgently. After the data was released, the probability of the Fed's interest rate cut was 90.5%. After the meeting, the most eagle representative said that we should not look at this data, but the inflation rate. Then next Wednesday, the US cpi is also very important, so beware of short-term risks, especially the risk control at the index level.
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"Here, everyone who has read history should know that there is an old saying called "the power is not lower than the county, the county is the only clan, and the gentry is built by ethics". Let's retranslate this sentence and put it down. The decentralization of local debt approval is accelerating the process of debt conversion. You can understand that the major policies have been set and can be implemented, and the approval criticized by everyone is directly cut off. We must quickly complete the debt conversion and the county is the only clan.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.
First, the economic transformation. Let's talk about the debt. In the past, our big bull markets all relied on the mapping of overseas currency issuance. As we said before, whether it was 05 or 15, it was essentially a small basin with a lot of water. The currency overflow caused by the rapid increase of foreign exchange reserves flooded into the stock market, and a crazy bull came quickly, including our institutional blue-chip bull in 1718. In essence, it was the rapid growth of foreign exchange reserves or the superposition of high reserves exceeding m2. Here is a message that everyone needs to pay attention to.First, the economic transformation. Let's talk about the debt. In the past, our big bull markets all relied on the mapping of overseas currency issuance. As we said before, whether it was 05 or 15, it was essentially a small basin with a lot of water. The currency overflow caused by the rapid increase of foreign exchange reserves flooded into the stock market, and a crazy bull came quickly, including our institutional blue-chip bull in 1718. In essence, it was the rapid growth of foreign exchange reserves or the superposition of high reserves exceeding m2. Here is a message that everyone needs to pay attention to.