It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Consumption policy:Consumption policy:
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!Consumption policy:The key word is "leading", so technology stocks will naturally not be bad next year!
Industrial policy:The words are "more active" fiscal policy and "moderately loose" monetary 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!
Strategy guide
12-13
Strategy guide 12-13