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Yesterday, the yield of 10-year treasury bonds approached 1.815%, a record low. Then the bond bull market can continue, and this wave of monetary policy has changed from "steady adjustment" to "moderate easing".Sure enough, the reason for buying mysterious funds was presented at the close. Politburo meeting of the Chinese Communist Party has decided to adjust its monetary policy for next year, changing the previous stable tone into a moderately loose one. It seems that abundant liquidity will be quickly reflected next year. This time, the logic of saving the market in 2008 is exactly the same.

The timing of this policy is very timely, but every time I throw high and suck low, I will miss the benefits of heavy positions. I still honestly take long-term benefits, and short-term benefits will never be stable in the long run. Then I have to be patient in allocating certain industries or assets.However, this meeting pointed out that next year, we should persist in striving for progress in stability, promoting stability through progress, maintaining integrity and innovation, establishing first and then breaking, systematically integrating and cooperating, implementing a more active fiscal policy and a moderately loose monetary policy, enriching and improving the policy toolbox, strengthening unconventional countercyclical adjustment, and laying a good policy "combination boxing".At present, the AI industry has the strongest growth. In the future, the National Data Bureau has been established to stabilize the industries supported by the country's real industries. I still follow the rhythm to buy some industries with relatively matching attributes.

Yesterday, the yield of 10-year treasury bonds approached 1.815%, a record low. Then the bond bull market can continue, and this wave of monetary policy has changed from "steady adjustment" to "moderate easing".A-share spring has come, and both stocks and debts are just around the corner. Uncle Shanghai: Adjustment today?At present, the AI industry has the strongest growth. In the future, the National Data Bureau has been established to stabilize the industries supported by the country's real industries. I still follow the rhythm to buy some industries with relatively matching attributes.