This weekend made Ding Xu unforgettable.

At seven o'clock in the evening on November 9, Ding Xu's family started eating on time, and the news broadcast was playing on the TV, and the voice was very loud.

This is a habit that Ding Huaiguang developed last year, and he must watch the news broadcast every day.

Although some people ridicule the news network as nothing more than the three pieces of content that the leaders are very busy, the people are very happy, and the foreign countries are very miserable, compared with the online news with a low threshold, the authenticity and authority of the news network are still unquestionable NO1.

Since you want to speculate in stocks, you must have an accurate understanding of current affairs and politics. So since he started to speculate in stocks the year before last, Ding Huaiguang watched the news broadcast on time every day, and brought Ding Xu to watch it with him on the weekend, saying that this would allow Ding Xu to improve his political sensitivity and help him get a high score in the political examination.

Ding Xu doesn't like to sit on the sand and watch the news broadcast for half an hour, in fact, young people like computer networks more and interactive programs, rather than passively absorbing and being stuffed.

In order to take care of her husband and son at the same time, Fang Qing deliberately extended the dinner time to seven o'clock every weekend, so that Ding Xu could listen to the sound on the TV while eating, and he could make do with his father's pass.

But this time, Ding Huaiguang and Ding Xu were attracted by the word "four trillion" on the TV at the same time, and then threw down their jobs at the same time, ran to the TV, and watched the news intently.

"Hey, what are you doing? Huaiguang, why don't you have a serious look like a father? Come back for dinner! Fang Qing shouted a little crying and laughing.

But the father and son didn't respond at all, just watched the news blankly.

A few minutes later, the news was over, and Ding Huaiguang and Ding Xu came back to their senses and high-fived each other with smiles on their faces.

Ding Xu ran back to the dining table and began to cook quickly, while saying vaguely: "Mom, the country is going to speed up infrastructure construction again, and my stocks can make money again." ”

"Yes, my son can make money again, and our life in the electromechanical company should be better. After all, if you want to build infrastructure, you can't do without electromechanical. Ding Huaiguang coughed lightly, glanced at his son meaningfully, and hinted that his son should not leak his mouth, exposing the fact that he cooperated with his colleagues to speculate in stocks.

Ding Xu didn't notice his father's eyes at all, and his mind was full of that news now.

After dividing the rice by two, Ding Xu ran to the study and looked up the relevant news on the Internet.

Xinhua. The action of the agency was very fast, and the relevant news had already been uploaded at 7:10, entitled "Country. The State Council has decided on ten measures to expand domestic demand", which mentions in the article: "On November 5, the State Council. At the executive meeting of the State Council, 10 measures were studied and deployed to further expand domestic demand and promote steady and relatively rapid economic growth.

The meeting held that in the past two months, the world economic and financial crisis has become increasingly severe, and in order to resist the adverse impact of the international economic environment on China, it is necessary to adopt flexible and prudent macroeconomic policies to cope with the complex and changeable shapes. At present, it is necessary to implement a proactive fiscal policy and a moderately loose monetary policy, introduce more effective measures to expand domestic demand, speed up the construction of people's livelihood projects, infrastructure, and the ecological environment, and post-disaster reconstruction, raise the income level of urban and rural residents, especially low-income groups, and promote steady and relatively rapid economic growth.

These 10 measures include speeding up the construction of affordable housing projects, speeding up the construction of rural infrastructure, speeding up the construction of railways, highways, airports and other important infrastructure, speeding up the exhibition of medical and health care, culture and education, strengthening the construction of the ecological environment, speeding up independent innovation and structural adjustment, speeding up the post-disaster reconstruction work in the earthquake-stricken areas, increasing the income of urban and rural residents, comprehensively implementing the transformation and reform of value-added tax, encouraging enterprises to transform themselves, reducing the burden of enterprises by 1.2oo billion yuan, and increasing financial support for economic growth.

According to preliminary calculations, the implementation of the above-mentioned projects will require an investment of about 4 trillion yuan by the end of 2o1o. In order to speed up the construction progress, the meeting decided to increase the central government's investment by 1oo0 million yuan in the fourth quarter of this year, and arrange 2000000000 yuan in advance for next year's post-disaster reconstruction fund, so as to drive local and social investment, with a total scale of 4ooo yuan. ”

After reading this article carefully, Ding Xu found some experts' preliminary interpretations on the Internet, and he had a bottom in his heart.

The meeting released two important signals, one is to determine the fiscal policy and monetary policy shift, from a prudent fiscal policy and a tight monetary policy to a positive fiscal policy and a moderately loose monetary policy, which will inevitably stimulate the strength of bulk commodities; Second, the investment of 4 trillion yuan reveals the central government's determination to ensure growth, which will certainly greatly boost domestic demand.

The direct beneficiaries of these two signals are undoubtedly infrastructure sectors such as steel and cement, construction machinery sectors, and non-ferrous metals, coal and other resource stocks affected by easing policies.

At this time, Qi Fei's phone call came unsurprisingly.

"Saw the news? Any thoughts? Qi Fei's question was a little inexplicable, but Ding Xu understood it at once.

"The meeting was held on the 5th, and today is the 9th." Ding Xu took a deep breath and said with emotion, "The big rise on the 5th, the media said that it was driven by the sharp rise in the peripheral market, we thought it was because of the 1 trillion disaster area reconstruction news that came out that night, but now I completely understand." ”

"Hey, you think retail investors are so good?" Qi Fei scoffed, "What do you mean by big money? They have the smartest minds, the most powerful traders, the most cruel traders, the most complex networks, and the most well-informed information channels. Why should small retail investors fight with them? ”

This paragraph is similar to a sentence, containing the five most, which made Ding Xu stunned for a while, but after thinking about it carefully, it was really like this.

"Retail investors are good as retail investors, the capital is small, the entry and exit are fast, and they can be completed in one second, which is called a small boat and a good U-turn." Ding Xu smiled, "Fortunately, when the policy is about to change the direction of the wind, there will always be clues, and there will also be actions to blow the wind." This time, we judged correctly, seized the opportunity, and earned the red envelope given to us by the main force! ”

"Yes, you kid did a good job this time, I guess that Zhuang will vomit blood when he knows it!" Qi Fei was silent for a while, and said quietly, "Remind you, there should be a wave of market, and railway infrastructure and cement stocks will still be big hot spots." Don't move around these days, change the short-term to the medium-term, and wait for the money with peace of mind. ”

"Well, watch more and move less, let the profits run!" Ding Xu nodded happily.

However, when Ding Xu shared this positive news in the group, only allies expressed a very optimistic feeling, believing that the market and individual stocks may repeat the grand situation of the entire daily limit on September 19, and most of the others did not care.

For example, stupid thinks: "Miracle, are you mistaken, this is a negative!" ”

"Bearish? What kind of logic do you have? Ding Xu was stunned.

Stupid replied: "Think about it, before the market opened on Thursday, you said a news that you invested 5 trillion, and now it has become 4 trillion, isn't the amount reduced?" ”

Hearing this, Ding Xu was speechless for a long time.

There is indeed a little truth in what I said stupidly.

Because Ding Xu got the 5 trillion rumors from Qi Fei in the early hours of Thursday morning, it means that the transportation department is brewing a plan to invest 5 trillion yuan in the next 3 to 5 years, which will involve the construction of roads, waterways, ports and terminals.

At present, the 4 trillion yuan is not only reduced in amount, but also covers a wide range of areas, including tax reductions and exemptions, culture, education, health care, medical care, environmental protection and other 10 items, and investment in transportation accounts for only one of them. In this way, the investment in transportation is relatively small, and it is a world away from the original rumor of 5 trillion.

However, Ding Xu is not pessimistic, nor does he think this is negative: "Stupid, rumors are rumors after all, they are generally relatively false, and the capital speculation will stop in moderation." And this 4 trillion yuan is an investment plan officially determined by the central government, which is a big benefit, and the big money will definitely be hyped! ”

"You're thinking too much." Benben seemed to have cultivated to the realm of the heart like water, and replied lightly, "Maybe your Tongli cement will rise, but I don't have any hope for the bun, and I'm thankful that it doesn't fall." ”

"Stupid, you're too pessimistic, let's see!" Ding Xu sighed a little crying and laughing.

The stock market is like this, a long-term downturn can wipe out a qiē ambition and a good hope. Even when the bull market comes, old investors will still be scared and still dare not choose to believe.

Because the greater the hope, the greater the disappointment, so I dare not have any more hope.

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