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?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 "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.
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.The words are "more active" fiscal policy and "moderately loose" monetary policy.Leading the development of new productive forces with scientific and technological innovation and building a modern industrial system;
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!The key word is "leading", so technology stocks will naturally not be bad next year!Consumption policy:
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13