Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire: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?
The key word is "leading", so technology stocks will naturally not be bad next year!Industrial policy:Monetary policy and fiscal policy:
The words are "more active" fiscal policy and "moderately loose" monetary policy.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.Consumption policy:
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13