1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.4. Putting the expansion of domestic demand before the development of new quality productive forces shows the adjustment of policy focus.3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.
Operational recommendations:2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.
Main contents:1. The contents of the meeting and the response from the external market will further boost market confidence, enhance the risk appetite of funds, and increase our chances and success rate of investing in financial markets.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.
Strategy guide 12-13
Strategy guide 12-13