2024-12-13 04:49:34
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.After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire: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.
Consumption policy:Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!The key word is "leading", so technology stocks will naturally not be bad next year!
Foreign trade:Consumption policy: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!
Strategy guide 12-13
Strategy guide