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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!The spirit of the conference is expected, and the opponent's means are also psychologically prepared-up, no surprise! Fall back, no need to be pessimistic! Shock, calmly deal with it!Both of the above strategies can be used, which is relatively simple. After all, in this battlefield, we have more ammunition than our opponents!

12.09 Review: The feeling after the conference.Since the end of September this year, no matter what the market is, in fact, everyone knows that 3000 points is the limit position of the boss. Runners are brainwashed retail investors.First, implement a more active fiscal policy and a moderately loose monetary policy;

In a word, it's all within cognition. If we didn't communicate before, it would be a bit of a boast, but in fact, everyone should have the impression that our cognition is clear and firm.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.Both methods are very active for opponents, especially the second one is more difficult to deal with.