My interpretation and evaluation:Main contents:2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.
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%.Opening at 3500 tomorrow, interpretation of economic conference6. 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.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.
Strategy guide
12-13
Strategy guide
Strategy guide
12-13
Strategy guide
12-13