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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;But under the favorable blessing of the conference, everything is not important. Originally, the Shanghai Composite Index will have a process of pulling up after a disagreement tomorrow, so now there is no need to worry.The market has to go at its own pace-remember when I said this month was a time window for long positions?

Summary-Don't be blindly optimistic tomorrow! The future should definitely be full of confidence.12.09 Comments: Written after the meeting.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.

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!12.09 Review: The feeling after the conference.The Shanghai Composite Index rallied today, but still stubbornly closed above 3,400 points. The Shenzhen Component Index and the Growth Enterprise Market Index fell sharply, falling more than 1% in intraday trading.