After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:Monetary policy and fiscal policy:Just now, the Politburo meeting was held! Fire line interpretation! China's assets are soaring, FTSE A50 is up over 4%, and A shares will be booming again tomorrow?
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!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.The words are "more active" fiscal policy and "moderately loose" monetary policy.
Consumption policy: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!