#日内交易策略 , but there will be a Federal Reserve meeting next, and the key is still to see Powell's attitude in his speech.

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, making this the first time in years that the deficit rate has been increased. To clarify, this means the government is willing to take responsibility, which indicates a readiness to inject liquidity.

Second, the inflation data is set at 2%. Previously, it was set at 3, but now the monthly CPI is only in the 0s, making the 3 target too distant.

This adjustment of the target is a positive sign, indicating that the higher-ups have recognized the problems and are facing them. This is a very significant positive development.

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

There are rumors that this will save the banks, and this round has landed. Why do banks, which make such large profits every day, still need to issue bonds? Because while banks are profitable, they also bear the huge risk from real estate. Saving the real estate sector is too difficult, so it is better to support banks as a backup.