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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.To put it simply, if you open higher and go higher today, there may be another stage high point in the short term, which may not be too friendly for the promotion of the market outlook. At least before the daily deviation is digested, it is a hidden dark mine, and then the fluctuation will be relatively large.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.

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.To put it simply, if you open higher and go higher today, there may be another stage high point in the short term, which may not be too friendly for the promotion of the market outlook. At least before the daily deviation is digested, it is a hidden dark mine, and then the fluctuation will be relatively large.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.

1. This time, boosting consumption and expanding domestic demand are put in the first place, which is basically consistent with the official media preheating. But I emphasized this piece yesterday. It's not that everyone doesn't want to spend, but that they don't have money to spend. It depends on whether the money issued by the special national debt can be cashed in, which will benefit big consumption in the short term, but the overall increase of this piece is really not small. Don't blindly chase after it.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.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.