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?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:
It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Monetary policy and fiscal policy:After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:
After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire: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!
Strategy guide 12-13
Strategy guide
Strategy guide
12-13