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