Industrial policy:Boosting consumption and expanding domestic demand seem to be the focus of next year! It is good for the traditional consumption of automobile, real estate and household appliances.It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.
Consumption policy:Leading the development of new productive forces with scientific and technological innovation and building a modern industrial system;Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!
The key word is "leading", so technology stocks will naturally not be bad next year!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!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!
Strategy guide 12-13
Strategy guide
12-13