After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.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?
Foreign trade: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.
Monetary policy and fiscal policy: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!Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
Strategy guide
Strategy guide 12-13