After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:Be more active-it means that deficit ratio will improve, exceeding 3.5% is expected, and even the second round of 5-10 trillion yuan is expected!The words are "more active" fiscal policy and "moderately loose" monetary policy.
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!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:
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!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!The key word is "leading", so technology stocks will naturally not be bad next year!
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13