I just want to remind you, remember last August 28th? The more positive after the market, the more comprehensive singing, and a high opening tomorrow will be over.It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.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?
Monetary policy and fiscal policy:The key word is "leading", so technology stocks will naturally not be bad next year!Boosting consumption and expanding domestic demand seem to be the focus of next year! It is good for the traditional consumption of automobile, real estate and household appliances.
Industrial 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!
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13