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时隔14年再提适度宽松的货币政策,隔夜中国资产爆拉!

After a gap of 14 years, the moderate easing of mmf policy is mentioned again, and overnight, china assets surged!

Gelonghui Finance ·  Dec 10 09:28

Gelonghui, December 10 | Boosted by the Political Bureau meeting, China's assets experienced a dramatic surge overnight! The Nasdaq Golden Dragon China Index rose over 8.5%, marking the best single-day performance since the end of September. Popular china concept stocks celebrated collectively, and china concept ETFs surged. Today, a-shares in HK opened higher across the board, with the sse composite index opening 2.58% higher, the shenzhen component index rising 3.66%, and the chinext price index increasing by 4.88%. The Hang Seng Index opened 3.21% higher, and the hang seng tech index rose by 4.24%. China Securities Co., Ltd. interpreted the December Political Bureau meeting: ① For the first time, 'strengthening extraordinary counter-cyclical adjustments' was mentioned, suggesting that the policy framework is expected to break free from fixed thinking and achieve new breakthroughs in terms of both intensity and tools. ② After 14 years, 'moderately loose' monetary policy was mentioned again, indicating a significant shift in monetary policy. Fiscal policy is 'more proactive', indicating that the policy is entering a new expansion cycle, especially as central fiscal policies are expected to continue to intensify. ③ Stabilizing asset prices will be an important policy objective. In terms of capital markets, more incremental policies are expected to be implemented to further boost confidence in the capital markets. ④ A bull market in both stocks and bonds is likely to continue. Noteworthy bull market leaders include: china merchants sse hk equities etf (513190), T+0 quanshangetf fund (515010) fintech ETF from Huaxia (516100), nearing the limit-up. Noteworthy T+0 symbols include: china merchants sse hk equities etf (159711), hengshengetf (159920), hang seng tech index ETF (513180), hang seng internet ETF (513330), hengshengetf (513660), and hong kong consumption ETF (513230). The A-shares' new generation core broad-based index: A500 ETF fund (512050).

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