#交易策略误区 , but next there is also the Federal Reserve meeting, the key still lies in Powell's tone of speech.

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

First, the deficit rate is set at 4%. Previously, we were mainly at 3, marking the first increase in the deficit rate in recent years. 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%. It used to be 3, but now the monthly CPI is only a few tenths, so setting the target at 3 is too far off.

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

Third, issuing 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 state-owned large commercial banks in replenishing their capital.

Rumors suggest a bank bailout, and this has materialized. Why do banks need to issue bonds when they are making such large profits every day? Because while banks are profitable, they also bear the huge burden of real estate issues. Rescuing real estate is too difficult, so it is better to support the banks as a backup.