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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.One son will be fully revitalized.

Well, I wish you all a smooth investment in the new week. Some of the contents are a bit so, and you can go to the public snowball if you can't see it. I wish you all a good account.Then the difference of this bull market is that it is no longer resonated by external factors, or internal and external factors. This round of our excess stock savings has already seen its power after 924, which is only slightly loose.Let's talk about the plate again. Let's try to do certainty, look for certainty logic, and make plans at the end of this year's last point. For example, last week we said that institutions are very optimistic about tourism. In fact, everyone is familiar with the stimulation of tourism in winter. There is nothing new about an Asian Winter Games, which corresponds to a Dalian Shengya and a Changbai Mountain. These are all things stimulated by winning numbers's policies. Earlier, we told you that one of them is a Zhuang stock. Just take a research report from the seller's research institute before posting last week. Look at this week, the amount is at a new high. You said that these managers will definitely take it, but it will become a relay. If you get out before the chips are loose, your net worth will accelerate to a new high. After all, the optimization mechanism of the last elimination system is still terrible for the iron rice bowl. From a macro perspective, it is definitely an opportunity for local financial control platform companies to be involved in debt conversion in the next six months, and it will take half a year at the earliest to solve the liquidity. We will talk about it in detail later. From the perspective of the whole transformation cycle, what quantum information does the whole industrial chain of robot low-altitude ai semiconductors include, and so on? Anyone who has some fundamentals will go crazy in the slow cattle. The shortest term is the upcoming meeting and annual report. Do you want new infrastructure? Do you want certainty in the annual report? Last year, the optical module pcb was highly deterministic. What is the high certainty this year? Look at the contract liabilities. There is a group with high contract liabilities. As long as the first company discloses the compound expectation, it will be fulfilled. Combined with the new infrastructure, there may be a sustained market. You can look for it. The general direction is in the direction of resonance between wind power parts and quadruped robots. There are too few stocks and the capacity is not large, so we will not order it.

We used to tell you that we should look at the expectation of news stimulus together with exchange rate, national debt and bulk. From our point of view, the biggest problem in the A-share market lies in the mood. Compared with other markets, professional investors will be relatively calm. Let's take a look at Friday's composition about the biggest interest rate cut in ten years, right? Let's look at the exchange rate, national debt and commodities, which are definitely devalued. When the A-share market moves, it is accelerating the appreciation range. Look at 30 bonds and 10 bonds. Theoretically, the interest rate is reduced, and the interest rate is also reversed. Let's look at commodities. The sharp differences fell below 0.5 of Fibonacci's retracement after the morning closing, and even hit a new low at night. Several representative threads and so on can almost be said to have gone down after a while, that is, the attitude of big money is an emotion. On the other hand, A shares resisted all day, so you said that the national team did not intervene?As you can see, as long as the weight is not hard to pull, the index is a range shock, but the theme is crazy, full of money-making effect and money-losing effect. Slow cattle are a lot of tenbiger stocks, but the Shanghai Stock Exchange may look back and the annual line will rise by about 10%. This is slow cattle.It's amazing. Remember the picture we drew in the post last week? I didn't wipe it here, so I'll show it to you. Last week, we talked about stepping back to confirm the trend intensity, and touched the horizontal center near 3375 to get a grade 4b. In fact, from our point of view, Thursday was already a short-selling structure with long-term exhaustion. As a result, a positive line was directly repaired, and if it was wrong, it was beaten to attention. You said that the national team didn't know the technology, but he knew the long-short power too well. Let's take a look at the current market in combination with the macro.