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2024-12-13 04:42:56

2. In my opinion, the advantages are mainly reflected in the fact that the management will continue to adhere to the general direction of expanding reform and opening up and vigorously developing the economy, and the loose monetary policy and proactive fiscal policy are also appropriate. It is my expectation to increase and improve people's livelihood and enhance people's sense of gain, happiness and security. I think this content is good, and the key lies in the implementation of specific measures and policies to achieve the above goals. Therefore, the content of the follow-up meeting may be more critical.Operational recommendations:


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.4. The persistence and strength of the market will mainly depend on the performance of the big financial brokers and the length of the K-line of the stock index entity.The contents of the after-hours economic meeting were announced, and foreign capital and the media regarded the China stock index as a major positive; Hong Kong's Hang Seng Index and Singapore's A50 Index soared.


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%.1. The contents of the meeting and the response from the external market will further boost market confidence, enhance the risk appetite of funds, and increase our chances and success rate of investing in financial markets.My interpretation and evaluation:

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