Implement a more active fiscal policy and a moderately loose monetary policy.We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions.Overall, this is a good thing for A shares.
We should vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions.After the terminal consumption, it has an obvious pulling effect on the middle industry, and the PMI in October and November has also returned to above 50.The market fluctuated slightly, but after the A-shares closed at 3 o'clock, the Hong Kong stocks that closed at 4 o'clock started a surge mode: Hang Seng Technology rose by 4.3%, Hang Seng Index rose by 2.76%, and the rising time was around 15: 20.
The prefix of "more active" fiscal policy last year was "active" fiscal policy, so a comparison is a progressive relationship;Implement a more active fiscal policy and a moderately loose monetary policy.Therefore, consumption is our focus for a long time to come, and it is also often said: to open up the big cycle of domestic consumption. Next year, we will issue 1 trillion special treasury bonds and make a fuss about consumption.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13