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.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!
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!Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
Leading the development of new productive forces with scientific and technological innovation and building a modern industrial system;Consumption policy:Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!
Strategy guide
Strategy guide 12-13