#空投操作全指南 , 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 mainly focused on 3, this is the first time in recent years that the deficit rate has been increased. To explain, this means the government is willing to take responsibility, which means they are willing to inject liquidity.

Second, the inflation target is set at 2%. Previously, it was 3, but now the monthly CPI is around 0.something, making the 3 target too distant.

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

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

There are rumors about saving the banks, and this wave has landed. Why do banks, which make such large profits every day, still need to issue bonds? Because while banks are making money, 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.