Foreign trade: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!
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!Then, after reading the five highlights, it is really good. FTSE A50 has risen by 4%, so what do you think of A shares tomorrow?
Consumption policy:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.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