Pre-judgment on Friday: Open low and walk high, walk slowly.Boosting consumption, improving investment efficiency and expanding domestic demand in all directions are one of the core points of the meeting. Consumption, as an important carriage driving economic growth, will directly drive the development of related industries. From the perspective of consumer stocks, industries such as food and beverage, household appliances and automobiles are expected to benefit. The improvement of investment efficiency points to the optimization and upgrading of investment in infrastructure and other fields. The promotion of traditional infrastructure and new infrastructure projects will bring orders and performance growth expectations to related enterprises, such as new infrastructure sectors such as 5G base station construction and UHV, as well as traditional infrastructure sectors such as buildings and building materials.Judging from the contents of the meeting, the implementation of more active and promising macro policies to stabilize the property market and stock market is aimed at stabilizing asset prices and providing confidence support for the market. A positive macro policy often means a reasonable abundance of liquidity and care for market stability at the policy level. In the current complex economic situation, stabilizing the property market and the stock market plays an important role in preventing systemic financial risks and promoting the stable growth of residents' wealth.
Pre-judgment on Friday: Open low and walk high, walk slowly.In terms of fiscal policy, increasing the fiscal deficit ratio and increasing the amount of special national debt and special debt will inject more funds into the market. These funds will flow to infrastructure construction, people's livelihood security and other fields. On the one hand, it will drive the development of the real economy, and on the other hand, it will improve market expectations to a certain extent. More capital flows in the market, which is conducive to the improvement of the financing environment of enterprises and is a positive signal for the overall capital of the stock market.In terms of fiscal policy, increasing the fiscal deficit ratio and increasing the amount of special national debt and special debt will inject more funds into the market. These funds will flow to infrastructure construction, people's livelihood security and other fields. On the one hand, it will drive the development of the real economy, and on the other hand, it will improve market expectations to a certain extent. More capital flows in the market, which is conducive to the improvement of the financing environment of enterprises and is a positive signal for the overall capital of the stock market.
As an important indicator of economic policy every year, the Central Economic Work Conference has a far-reaching impact on financial markets such as the stock market. The information revealed at this meeting has become the key basis for analyzing the short-term market trend.Although the FTSE A50 index plunged by nearly 1% after the news came out, this does not necessarily mean that the market is pessimistic. Just as the market performance may not be good the next day when A50 surged, the market expectation often differs from the actual trend. The content of this meeting is positive to the market as a whole. The market may have expected some policies in the early stage, and it is normal for profit-taking or short-term adjustment to occur after the news landed. From the overall policy orientation, both the positive macro policies and the layout of consumption, investment, science and technology have laid the foundation for the stability and upward movement of the stock market.Judging from the contents of the meeting, the implementation of more active and promising macro policies to stabilize the property market and stock market is aimed at stabilizing asset prices and providing confidence support for the market. A positive macro policy often means a reasonable abundance of liquidity and care for market stability at the policy level. In the current complex economic situation, stabilizing the property market and the stock market plays an important role in preventing systemic financial risks and promoting the stable growth of residents' wealth.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14