一切围绕政治
leiberty
0x6ABa
December 7th, 2022

2022年12月5日，非常奇葩的交易逻辑：政治第一，将拍马屁进行到底。全市场上证50指数上涨超过2个点，央企指数都是4个点的上涨，保险、券商、XX央企资本全在涨幅榜，成长下跌超过1个点。基本面上：涨得好得都是明年基本面有问题得，虽然估值看上去便宜。

券商：下调费率

XX资本：信托是整治重点

建筑：票据缩减规模

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