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.6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.5. If the stock index trend goes up and down, don't worry too much, and the follow-up opportunities may still be in the track stocks.
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.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%.2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.
3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.Main contents:5. If the stock index trend goes up and down, don't worry too much, and the follow-up opportunities may still be in the track stocks.
Strategy guide
12-13
Strategy guide 12-13