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资本市场政策拐点已经出现。保险、社保、汇金三大主力数千亿抄底资金正陆续进场。与公募不同,保险与社保都拿的是老百姓养命钱,只许赚不许赔。汇金拿的是中央财政的钱,代表国家意志。这些基本面的可喜变化正在成为股市上涨的重要“催化剂”。
The inflection point of capital market policies has emerged. Insurance, Social Security, Huijin Hundreds of billions of the main capital bargain hunters are gradually entering. Different from the public offering, insurance and social security are people who take money to support their lives, only allowed to make compensation. Huijin took the money from the central government to represent the will of the country. The welcome change in these fundamentals is becoming an important “catalyst” for the rally in the stock market.