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Just now, the Politburo meeting was held! Fire line interpretation! China's assets are soaring, FTSE A50 is up over 4%, and A shares will be booming again tomorrow?The key word is "leading", so technology stocks will naturally not be bad next year!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.

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!Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!Industrial policy:

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!Monetary policy and fiscal policy:It is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment.