Return the cattle swiftly, sell the electric scooters quickly! Do you still remember when I pointed out earlier that there would be a significant market shift around the Mid-Autumn Festival, and advised buying broad-based funds to bottom-fish? When the market was sluggish, I was spot on. Not everyone may have acted on it, but at least I was right. The value of our videos and content is high. If you don't follow and like, I can only say that your "nose for making money" is not sensitive enough.
In this season when the climate is gradually getting colder, this morning our three big shots, the Central Bank, the Financial Regulatory Authority, and Village Chief Wu, jointly delivered a warm gift package to the market. The stock market heartily understood, with a big bullish candlestick, thousands of troops came to meet, and the mood of the stock investors was simply "sunset clouds and solitary wild geese fly together, autumn water and the vast sky share the same color."
The warm gift package this morning includes the following aspects:
1. A 5000 billion swap convenience tool and a 3000 billion repurchase-type re-lending, and in principle, there will be a second and third phase, completely solving the worries of exchange funds, major shareholders, and listed companies lacking funds.
The first batch in place is 8000 billion. Iron buddies and shareholders, do you need a loan? IOUs or face swiping, both are acceptable.
2. The central bank announced that it will soon reduce the reserve requirement ratio by 0.5 percentage points, and the 7-day reverse repo rate will be cut by 20 basis points, which is amazing! Providing long-term liquidity to the financial market, more than 1 trillion, and if not enough, another 0.5 trillion will be introduced at the right time;
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3. The minimum down payment ratio for second homes at the national level will be reduced from 25% to 15%, unifying the minimum down payment ratio for first and second home mortgages, and the existing mortgage rate will be reduced by 0.5 percentage points. I heard that everyone is worried about the economy, so the Central Bank will stimulate you first.
4. Encourage the development of private equity and encourage industry chain mergers and acquisitions, repairing the bank's Tier 1 capital ratio.
In this way, the first phase of 8000 billion is given to the stock market, plus 1 trillion to 1.5 trillion for real estate, with relaxed policies, the money in the medium term will definitely be enough! Say it again: It's not about the money, the money will definitely be enough!
What? Still worried about not having enough money?President Pan, seeing that the meeting was about to end, made a parting remark—The stabilization fund is under study.
Note that, according to industry estimates, the stabilization fund is at least at the level of 10 trillion, and now everyone finally realizes, when the Federal Reserve was helicoptering money, we were directly issuing IOUs here. Shareholders, if you want to borrow money, please fill in the amount yourself!
Today, we focus on discussing this innovative tool that supports the stock market and what changes it will bring to the market? And how should we ordinary people understand it?
In fact, the creation of securities fund insurance company swap facilities and repurchase and increase loan, these two are innovative tools. The creation of a special re-lending for stock repurchase and increase supports qualified securities, funds, and insurance companies to use their original bonds, stock ETFs, and Shanghai-Shenzhen 300 constituent stocks as collateral, to exchange for high-liquidity assets such as national bonds and central bank bills from the central bank. This policy will greatly enhance the capital acquisition and stock increase of relevant institutions. The first phase of the swap facility operation is 500 billion, and the scale can be expanded in the future if necessary.
In fact, the most beneficial part here is the swap facility, which is non-bank financial institutions using their bonds, stocks, and ETF funds as collateral to borrow money from banks, and the borrowed money can only be used to buy stocks. The first phase is 500 billion, and if needed later, there will be a second 500 billion, and a third 500 billion. In this way, large institutions can continuously borrow money from banks to buy stocks, and then use stocks as collateral to borrow money again and buy stocks again. As long as there is profit to be made, they can keep buying.

Who is this large institution? Remember the rumors a couple of weeks ago that a certain exchange fund quota was exhausted? Yes! It's clear to tell everyone that the quota and collateral means of exchange funds have been settled by the three giants. In addition to exchange funds, there are Guoxin Investment, Securities Finance Company, and so on~
This is a super big good news for the market, and interest rate cuts and reserve requirement ratio reductions are nothing, just a small KISS.
Here, I emphasize that we ordinary investors need to know that ETFs and Shanghai-Shenzhen 300 constituent stocks are operable. Why are these, because the main force buys basically these, this is the key point, it must be clear and clear, this is also the essence of our interpretation of the morning policy, and we must remember it!
Then we said before that we bought broad-based ETFs to bottom fish, and now looking back, we really grasped the key point of the key issue.
At the same time, some long-term large tickets will become scarce in the financial market, such as large blue-chip stocks with high dividend rates, state-owned blue-chip stocks, those state-owned blue-chip dividends, may cover their borrowing costs (this time it is clearly said to be 2.2%), and state-owned enterprises in order to respond to the national policy, they will first implement and implement this policy, truly realize borrowing to buy stocks, relying on dividends to repay loan interest, to create China's financial money-making closed loop, this is very, very, very powerful.Let's discuss some strategies to wrap up our conversation.
In the early market stages, themes like securities firms were popular, but it's anticipated that this week will shift towards more flexible benchmarks. Leading up to the National Day holiday, the focus will be on growth momentum and value recovery, transforming the previous zero-sum game into one with increasing participation. It feels as if I can envision the scene of "waking up in the middle of the night laughing due to making money in stocks."
Specific strategies include: Strong players should focus on the main trends, weaker ones should compete to see who can hold on tighter, opportunists might dabble in securities and technology, and the working crowd could consider ETFs, such as those related to dividends, technology, healthcare, and securities firms.