In general, there are so many things in various places, which are indeed negative for the capital market and A-shares, and the main impact is the confidence level and expectations level.

This weekend, the epidemic is the most concerned. All kinds of news and videos are spreading everywhere.

The current situation is becoming more and more complicated and difficult to deal with, and we cannot say more about this problem in public.

In general, there are so many things in everywhere. For capital market and A shares , it is indeed a negative news, and the main impact is the confidence level and expectations level.

So overall, it is better to be more cautious.

The market is still mainly engaged in the game of stock, and the theme hot topics are switched and rotated back and forth.

In the past week, the mainstream of the market is Chinese characters, weights, and real estate.

fuse is Yi Huiman's speech.

and stimulus policies for the real estate industry.

According to the market's urinary nature, it is time to switch directions next week.

is now at the end of November. In the next December, there will be many major meetings, and the first ones will be the Central Economic Work Conference and the Politburo meeting.

Under the current complex situation, these two meetings are very important and highly anticipated.

The problem of fighting the epidemic is the first to be affected, but this is inconvenient to say more.

is the second issue of stabilizing growth.

This year, among the methods of stabilizing growth of , the leading industry is the automotive industry, especially new energy vehicle .

Still vigorously subsidizes new energy vehicles in a financial situation.

Judging from the results, the sales of new energy vehicles have indeed risen sharply this year, which has contributed to stabilizing growth.

But at the same time, it also overdraws consumption capacity in advance. Coupled with the decline in subsidies for new energy vehicles, the sales of automobiles will be under pressure next year.

Then next year, where is the tool to stabilize growth?

, especially the central government will place limited real money and silver in which direction is the focus of attention.

In addition, the issues of agriculture and food are also must be discussed.

plus there is also Central Rural Work Conference in late December .

In terms of food, the risk of the United States weaponizing food is getting greater and greater, and we have to guard against it.

This year, the United States targets Europe and plays the oil and gas brand; next year, it will target China, and food is a powerful weapon in the hands of the United States. After all, the United States controls three of the world's four major grain merchants, . The United States is also the world's largest food exporter.

Some time ago, the central bank of said that it is necessary to attach great importance to the potential possibility of inflation rising in the future.

At this time, ’s main concern is that inflation will rise next year.

International oil prices have risen sharply this year, and the central bank is not worried about inflation. What will it rely on to pull up inflation next year?

The most important factor in China that can affect inflation is pork.

The most important thing in pork costs is feed, and feed is linked to grain prices. Once the grain prices rise, the feed prices will inevitably rise, and pork prices will also rise.

At the same time, once the prevention and control is loosened, demand will rebound, which is also a stimulus for pork prices.

In addition, a message today attracted attention: Hangzhou’s “in vitro fertilization” expenses can be reimbursed from next year. The news of

is reminiscent of the birth policy.

After all, China's net population growth last year was only 480,000, and this year, it may have ushered in a population turning point. This will be a historic moment.

In this context, population policy is also expected, and there may be some statements at the major meeting at the end of the year.

For A-shares, there is another major expectation: a comprehensive registration system .

The Central Economic Work Conference at the end of last year mentioned the full registration system, but the market environment this year is indeed not good, so it has not been implemented for a long time.

What will happen to this year's Central Economic Work Conference be? It is also a point that needs attention.

If the full registration system is implemented, it will be under pressure on A-shares.

Overall, the current situation is very complicated and there is great uncertainty. It is better for everyone to be cautious.