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At present, the favorable policies are mainly in the four areas of big finance, big consumption, real estate and science and technology, but we can see that these four directions have started to fall with the index after opening higher collectively today.First, the idea of keeping watching more and doing more will not change. This favorable policy is an expectation of loose liquidity in 2025, so it will not completely increase the increase in 2025 at once. Now it is a slow cow, and I am firmly optimistic about the upward trend.3. In terms of turnover, there was an obvious heavy volume in the first half hour, and the turnover of the two cities has exceeded 800 billion in half an hour, which shows that there are a lot of funds to undertake while chips are high, which shows that everyone's understanding of the market is different.

After seeing the high opening, many people will worry about whether it will be like the situation on October 8.Third, don't think how many retail investors will be suffocated, because many retail investors are afraid to buy because they will take the initiative to fall back at the opening. On the contrary, many chips in the venue will come out first, and a group of unstable ones will be washed out, and then a group of people looking for opportunities can enter the venue in batches.

2. However, compared with the performance of the external market yesterday, the trend of the A-share market after the opening is indeed less than expected, which shows that some domestic institutional funds really have no pattern.Now the policy encourages to stabilize the stock market, which is equivalent to giving the stock market the bottom, not falling anywhere, and actively doing more after the callback, and the final trend is still upward.Compared with the trend of breaking the market when the opening price rises, it falls back after opening higher today and then bottoms up again. In fact, the main funds have taken care of those funds that have stepped on the air. A small diving at the opening price is always better than a big rise in the morning, and diving in the afternoon is much better. It depends on how you understand it.