Operational recommendations:Operational recommendations:1. The wording of proactive fiscal policy and deficit shows the determination to exceed expectations, and other contents are basically in line with my expectations. It is reasonable for the market to interpret it as a major positive, and the positive reaction of foreign capital may be related to its large-scale layout of China assets and call options in the early stage.
2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.Main contents: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.Main contents:2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.
Strategy guide
12-13
Strategy guide
Strategy guide
12-13