4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.4. The persistence and strength of the market will mainly depend on the performance of the big financial brokers and the length of the K-line of the stock index entity.
1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.5. If the stock index trend goes up and down, don't worry too much, and the follow-up opportunities may still be in the track stocks.
2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.The contents of the after-hours economic meeting were announced, and foreign capital and the media regarded the China stock index as a major positive; Hong Kong's Hang Seng Index and Singapore's A50 Index soared.
Strategy guide 12-13
Strategy guide
12-13