Industrial policy: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!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!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 expand high-level opening to the outside world and stabilize foreign trade and foreign investment.
Industrial policy: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.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
12-13