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4. For the first time, the extraordinary countercyclical adjustment was put forward, and it was clearly named for the first time to stabilize the stock market and the property market. There are several points that we should treat dialectically:Hang Seng Index futures closed early, so the feedback was not the actual situation. The A50 futures index exploded by more than 4 points at the end of the session, and the night market rose by 0.84%, so today it depends entirely on the opening of A shares. If it exceeds 3,500 points, the benefits will be directly digested. Once the funds can't keep up, it should be a high probability event to open higher and go lower.2. The new quality productivity ranks second this time. The key point is that last year, the construction of modern industrial system was led by scientific and technological innovation, and this time it has become the development of new quality productivity led by scientific and technological innovation. The new quality productivity has been repeatedly mentioned by Lao Liu recently, and the synthetic biology, commercial aerospace, low-altitude economy and the direction of Lu Yun mentioned yesterday deserve special attention.

Overnight, the external stock markets were mixed, and the three major indexes of the United States weakened collectively, while the Chinese stock index rose by 8.35% and the A50 index rose by 0.84%. The external sentiment was obviously beneficial to China assets. Therefore, there is no suspense in opening higher today, but if the opening is too large, it is not a good thing.In another case, if it opens higher and goes lower today, and the closing price does not exceed 3470.66 points, then the short-term estimate will continue to step back and digest. On the contrary, this situation is a good thing. We only need to deal with it with high throwing and low sucking, and then we will have a real acceleration cycle after we gain momentum again.Overnight, the external stock markets were mixed, and the three major indexes of the United States weakened collectively, while the Chinese stock index rose by 8.35% and the A50 index rose by 0.84%. The external sentiment was obviously beneficial to China assets. Therefore, there is no suspense in opening higher today, but if the opening is too large, it is not a good thing.

Overnight, the external stock markets were mixed, and the three major indexes of the United States weakened collectively, while the Chinese stock index rose by 8.35% and the A50 index rose by 0.84%. The external sentiment was obviously beneficial to China assets. Therefore, there is no suspense in opening higher today, but if the opening is too large, it is not a good thing.3. The monetary policy has shifted from steady to moderately loose, which has been mentioned again since 2011. I don't need to say much, but this is expected, and it hasn't landed yet, and the above supplement is to keep the bottom line of systemic risk, so it won't be like the previous flood irrigation, at least in 2014. Leveraged cattle should be difficult to reproduce.Finally, the statement of the property market still reiterates "promoting the real estate market to stop falling and stabilize", and there may not be much unexpected things coming out. This is to remind everyone. There is a high probability that the interest rate will continue to be lowered, so the RRR cut should be on the way.