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?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!I just want to remind you, remember last August 28th? The more positive after the market, the more comprehensive singing, and a high opening tomorrow will be over.
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 key word is "leading", so technology stocks will naturally not be bad next year!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 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!Then, after reading the five highlights, it is really good. FTSE A50 has risen by 4%, so what do you think of A shares tomorrow?
Strategy guide 12-13
Strategy guide
12-13