The key word is "leading", so technology stocks will naturally not be bad next year!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!
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!Consumption 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.
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!The words are "more active" fiscal policy and "moderately loose" monetary policy.Monetary policy and fiscal policy:
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide