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!Monetary policy and fiscal 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.
Monetary policy and fiscal policy: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.
The words are "more active" fiscal policy and "moderately loose" monetary policy.Industrial policy:Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!