My interpretation and evaluation:1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.
Main contents:4. The persistence and strength of the market will mainly depend on the performance of the big financial brokers and the length of the K-line of the stock index entity.The contents of the after-hours economic meeting were announced, and foreign capital and the media regarded the China stock index as a major positive; Hong Kong's Hang Seng Index and Singapore's A50 Index soared.
1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13