My interpretation and evaluation:
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.5. If the stock index trend goes up and down, don't worry too much, and the follow-up opportunities may still be in the track stocks.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.
My interpretation and evaluation:2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.Operational recommendations:
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide
12-13