#突破交易策略 , but next there is still the Federal Reserve meeting, and the key is still to see Powell's attitude in his speech.

Next, let's talk about our core data:

First, the deficit rate is set at 4%. Previously, we mainly had it at 3, marking the first time in recent years that the deficit rate has been increased. To clarify, 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.x, making the target of 3 too distant.

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

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

There are rumors of rescuing the banks; this wave has landed. Why do banks, which are making such large profits every day, still need to issue bonds? Because while banks are profitable, they also bear the huge risk of real estate. Rescuing the real estate sector is too difficult, so it's better to support the banks as a backup.