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.4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.2. It is expected that the Shanghai stock market will open above 3,500 points tomorrow. If it opens above 3,550 points, it is not recommended to chase up. For heavy investors, you can consider cashing in some chips when you are high, and then waiting for companies with good mid-line layout after falling back.
Operational recommendations:1. The contents of the meeting and the response from the external market will further boost market confidence, enhance the risk appetite of funds, and increase our chances and success rate of investing in financial markets.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. 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%.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.Main contents:
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13