Leading the development of new productive forces with scientific and technological innovation and building a modern industrial system;It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Industrial policy:
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?After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire: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.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
Strategy guide 12-13
Strategy guide
12-13