Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:Overnight, European and American stock markets were mixed, and the three major indexes of US stocks continued to adjust. The Chinese stock index rose slightly by 0.02%, and the A50 index fell by 0.89%. The external sentiment was negative. Judging from the sudden diving in the A50 session at night, foreign capital is also in line with expectations, so it is necessary to guard against chasing up today.Recently, domestic-funded institutions have made a large net outflow continuously, and the entry of mysterious funds is not continuous. Therefore, Lao Liu judged that once the incremental funds are insufficient to follow the trend, the market is likely to fluctuate and consolidate, so don't chase after it in the short term, especially in terms of consumption!
December 13th Morning Post: Heavy landing, be careful to cash in the risks!4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.
1, improve the financial deficit ratio. Proactive fiscal policy,2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.
Strategy guide 12-14
Strategy guide
Strategy guide
Strategy guide 12-14
Strategy guide 12-14