China's central bank cut interest rates, and the A share market generally rose!

I‘ve said in the previous article "0112: Good and Potential Good, the future can be expected! "As I mentioned to you, social financing data is a short-term positive, while narrowing the scissors difference between PPI and CPI is a potential positive.Because the inflation space is suppressed, the superimposed economic growth may stall, which will inevitably lead to the central government's move again.

According to the media survey, most investors think that the overall interest rate cut this year may be in February. The number of people who expect to cut interest rates before March reaches 90%, and less than 1/3 expect to cut interest rates in January.

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​Although the market is generally expected to be February-March, the central mother finally made a quick move!

From the perspective of quantity500 billion MLF expired, but 700 billion was operated and 200 billion was released; 10 billion reverse repurchase expired, but it operated 100 billion and released 90 billion, that is, a net investment of 290 billion;

Ad valorem perspectiveThe MLF interest rate was 2.85%, compared with 2.95% before, and the interest rate was cut by 10 basis points; The winning bid rate of 7-day reverse repurchase was 2.10%, compared with 2.20% before, which was cut by 10 basis points. So far, LPR, MLF and reverse repurchase rates have all been lowered.

Therefore, do you understand my previous "0114: He said he would raise interest rates five times? Do you dare to believe it? ! "The hidden password will say:

...... The Shanghai Stock Exchange seems to have broken the daily line, but in fact it has been transferred to the end of this round... The tightening of the external environment has intensified the selling pressure of Big A. Stabilize and don't panic, Leon Lai Ming will come soon......

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You see, after a weekend, Yang Ma came with Leon Lai Ming. Not only is it coming, but if there is no accident,The latest quotation of the new round of 5-year LPR on January 20 will also be loweredThis will involve everyone's mortgage, not only the interest on repaying the loan will be reduced, but more importantly, it is a policy signal released by the central mother,The boost to market sentiment is much higher than the amount of funds that can really be released.

Affected by this, the turnover of the two cities in Da A today was 1,119.6 billion, and the market showed a general rising state. The ratio of the number of individual stocks rising and falling reached 3,000 to 1,092, which was boosted by the National Development and Reform Commission's "vigorously promoting the healthy development of China's digital economy". Concepts such as digital economy, virtual digital person, meta-universe, radio and television, and digital cash set off a daily limit of individual stocks.

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​The only fly in the ointment is that in Nanshan South, ignoring the rise of A-share mothers, the Hang Seng Index fell, the technology index fell even more, and the state-owned enterprise index smashed. In the evening, the US stock father was closed for Martin Luther King Jr. Memorial Day, which seemed to be a little distracted.

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​In fact, it doesn't have to be like this. Although the monthly rate of retail sales in the United States fell by 1.9% in December last week, Industrial output fell by 0.1% in December, and the University of Michigan consumer confidence index of 68.8 in January was still not as expected. However, the yield of US 10-year Treasury bonds is close to 1.8%, which means that the Federal Reserve has fully priced the interest rate hike twice, and the crossbow of the US dollar index is still broken. Is there anything to worry about?

​Don't even worry about the epidemic.

Who said that overseas countries adopted the strategy of lying flat?

It's nonsense! Clearly, people also adopt the zero clearing policy, okay? !

The only difference is that the negative clearing policy is implemented overseas, while the positive clearing policy is implemented in China.

$E-mini Nasdaq 100 - main 2203(NQmain)$   $China A50 Index - main 2201(CNmain)$   $YMmain(YMmain)$

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  • Humbly
    ·2022-01-19
    It is interesting that the RMB remains very strong despite the divergence between Chinese and US interest rates outlook. Looks like money continues to flow into the Chinese market
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  • MandyLow118
    ·2022-01-19
    ok..noted..tq..tq..tq
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  • Brrrrrrrrrrr
    ·2022-01-20
    The power play displays in the volatility and people who guess the right direction earns
    Reply
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  • yong168
    ·2022-01-19
    [惊讶] [开心]
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  • Francislch
    ·2022-01-20
    it's about time 😅
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  • Vandaluus
    ·2022-01-20
    HSI went ballistic
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  • AntLiew
    ·2022-01-20
    china still strong
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  • wenziwu
    ·2022-01-19
    [Like] [Like] [Like]
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  • Jin_w96
    ·2022-01-19
    thanks for sharing!
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  • Joker29
    ·2022-01-19
    like pls
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  • Jhkam
    ·2022-01-19
    Thanks for sharing
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  • RP0738
    ·2022-01-22
    ok
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  • FALCON
    ·2022-01-21
    interesting
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  • kellyWin
    ·2022-01-20
    good
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  • ngph
    ·2022-01-19
    👍
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  • kellyWin
    ·2022-01-19
    like
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  • JustBUYonly
    ·2022-01-19
    ok
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  • unitlancer
    ·2022-01-19
    r
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  • kelvin1234
    ·2022-01-19
    ok
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  • RGsun
    ·2022-01-19
    ok
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