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%.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.
3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.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.Opening at 3500 tomorrow, interpretation of economic conferenceOpening at 3500 tomorrow, interpretation of economic conference
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide