Foreign trade:Monetary policy and fiscal policy:The key word is "leading", so technology stocks will naturally not be bad next year!
Industrial 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.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!
It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!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!
Strategy guide
Strategy guide
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