Industrial policy:After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire: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!
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!The words are "more active" fiscal policy and "moderately loose" monetary policy.Foreign trade:
Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.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.
Strategy guide
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Strategy guide