Monetary policy and fiscal 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!Consumption policy:
Consumption policy:Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!
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!The key word is "leading", so technology stocks will naturally not be bad next year!