1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.
1. In 2025, a proactive fiscal policy will be implemented that exceeds market expectations. It is estimated that the fiscal deficit ratio will exceed 4%, and I predict it will be about 4.5%.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.
6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.6. The layout direction remains unchanged, focusing on real estate and consumption in the short term; The mid-line focuses on low-altitude economy, AI applications, semiconductors, and new energy batteries.3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.
Strategy guide
12-13
Strategy guide 12-13