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Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:News:

Judging from the late performance of Hong Kong stocks, big finance, real estate and domestic demand consumer stocks led the gains. Today, A shares are estimated to be in these directions. Once the big finance, big consumption and real estate chain start, it may directly impact 3500.First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock marketIii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.

This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.Alas, every time the policy is issued, it is after the closing of A shares, and then Hong Kong stocks and China Stock Exchange soared, and the big A also blew! However, the consistency expectation is too strong, and the next day, it often goes high and low. This routine is quite speechless!2. NVIDIA was suspected of violating the anti-monopoly law. The General Administration of Market Supervision decided to file an investigation according to law.