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.Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!
The hardest part is the second one-The hardest part is the second one-Before, how many times, in the case of big profits, did you smash the plate greatly? These are vivid! Many people say, "Don't people want to make money with their capital?" This is true in general, but if it is a "war", you can't think like this. Every time, the voice outside will fill the expectation in advance and pull it high, and once it lands, it will never be "less than expected" or "not more than expected". Then smash the plate! ! !
What will happen tomorrow?Fourth, chip semiconductors: After all, technological innovation leads the new quality productivity is also in the second place, and it is a matter of life and death!Everyone knows exactly what this means. I have always said that there is no bear market under the water. Although the wording of the statement is more positive, is it not beyond everyone's cognition to "release water or release water to a greater extent"?