It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Just now, the Politburo meeting was held! Fire line interpretation! China's assets are soaring, FTSE A50 is up over 4%, and A shares will be booming again tomorrow?Be more active-it means that deficit ratio will improve, exceeding 3.5% is expected, and even the second round of 5-10 trillion yuan is expected!
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!Monetary policy and fiscal policy:Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
The key word is "leading", so technology stocks will naturally not be bad next year!Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!Industrial policy:
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13