Industrial policy: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?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!After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:Consumption policy:
It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13