#空投发现指南 , but next there will be a Federal Reserve meeting, and the key is still to see Powell's speech attitude.

Let’s talk about our situation, there are a few core data points:

First, the deficit rate is set at 4%. Previously, we were mainly at 3, which is the first time in recent years that the deficit rate has been raised. To explain, this means the government is willing to take responsibility, which means they are willing to inject liquidity.

Second, the inflation data is set at 2%. Previously it was 3, but now the monthly CPI is around 0.something, so setting a target of 3 is too far off.

This adjustment of the target is a positive sign, indicating that the higher-ups have recognized the problem and are facing it. It's a very significant positive signal.

Third, the issuance of 1.3 trillion in special government bonds, which is slightly less than the market expected, but there is one point worth noting: this time 500 billion was issued to support large state-owned commercial banks in replenishing capital.

Rumors say this will save the banks, and this wave has landed. The banks are making such large profits every day, why do they still need to issue bonds to them? Because although the banks are profitable, they also bear the huge burden of real estate. Saving the real estate sector is too difficult, so it’s better to protect the banks as a backup.