Monetary policy and fiscal policy:Consumption policy:Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
Foreign trade:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.The key word is "leading", so technology stocks will naturally not be bad next year!
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?Consumption policy:The key word is "leading", so technology stocks will naturally not be bad next year!
Strategy guide
12-13
Strategy guide 12-13