Main contents:3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.
My interpretation and evaluation:1. The contents of the meeting and the response from the external market will further boost market confidence, enhance the risk appetite of funds, and increase our chances and success rate of investing in financial markets.Operational recommendations:
1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13