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!Industrial policy:The key word is "leading", so technology stocks will naturally not be bad next year!
I just want to remind you, remember last August 28th? The more positive after the market, the more comprehensive singing, and a high opening tomorrow will be over.Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!The words are "more active" fiscal policy and "moderately loose" monetary policy.
It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Monetary policy and fiscal policy:Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!