2024-12-14 08:39:00
December 13th Morning Post: Heavy landing, be careful to cash in the risks!1, improve the financial deficit ratio. Proactive fiscal policy,4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.
2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.1, improve the financial deficit ratio. Proactive fiscal policy,December 13th Morning Post: Heavy landing, be careful to cash in the risks!
Let's briefly talk about yesterday's personal pension and heavy meeting that exceeded expectations, as well as the impact on A shares. Of course, it is purely personal and for reference only!First of all, personal pension is also a long-term positive, but the short-term stock of funds is limited. With more and more people participating, the scale of funds will expand accordingly, and the high probability will become a big boost for A shares. After all, this batch of funds is difficult to withdraw, and it is also a typical long-term fund.Secondly, the draft of the heavy meeting has landed. Compared with the previous meeting, the general content is basically the same, only a few points exceed expectations. Let's have a brief chat with you:
Strategy guide
12-14
Strategy guide
12-14
Strategy guide
12-14