Boosting consumption, improving investment efficiency and expanding domestic demand in all directions are one of the core points of the meeting. Consumption, as an important carriage driving economic growth, will directly drive the development of related industries. From the perspective of consumer stocks, industries such as food and beverage, household appliances and automobiles are expected to benefit. The improvement of investment efficiency points to the optimization and upgrading of investment in infrastructure and other fields. The promotion of traditional infrastructure and new infrastructure projects will bring orders and performance growth expectations to related enterprises, such as new infrastructure sectors such as 5G base station construction and UHV, as well as traditional infrastructure sectors such as buildings and building materials.As an important indicator of economic policy every year, the Central Economic Work Conference has a far-reaching impact on financial markets such as the stock market. The information revealed at this meeting has become the key basis for analyzing the short-term market trend.The field of scientific and technological innovation focuses on artificial intelligence and related actions to cultivate future industries. This will greatly stimulate the vitality of the science and technology sector. Enterprises related to artificial intelligence, such as chip research and development, algorithm design and intelligent application development, are expected to get more policy support and resource inclination, thus promoting their technology research and development and market expansion, and related technology stocks may usher in new development opportunities. And "involution competition governance", especially for photovoltaic chain and other industries, is conducive to the healthy and orderly development of the industry, avoiding the chaos caused by vicious competition, enabling high-quality enterprises in the industry to grow in a more fair and reasonable environment, and enhancing the profit stability and sustainability of related enterprises.
In terms of fiscal policy, increasing the fiscal deficit ratio and increasing the amount of special national debt and special debt will inject more funds into the market. These funds will flow to infrastructure construction, people's livelihood security and other fields. On the one hand, it will drive the development of the real economy, and on the other hand, it will improve market expectations to a certain extent. More capital flows in the market, which is conducive to the improvement of the financing environment of enterprises and is a positive signal for the overall capital of the stock market.As an important indicator of economic policy every year, the Central Economic Work Conference has a far-reaching impact on financial markets such as the stock market. The information revealed at this meeting has become the key basis for analyzing the short-term market trend.Pre-judgment on Friday: Open low and walk high, walk slowly.
For Friday's A-share market, it is possible to go low and go high. On the one hand, some investors may panic at the opening because of the FTSE A50 diving, which leads to a lower opening. On the other hand, with the market's in-depth interpretation and digestion of the contents of the Central Economic Work Conference, the influence of active policies will gradually emerge. In the long run, with the promotion of policies, various industries will gradually adjust and develop. Although the overall index will fluctuate in the short term, the upward trend is still relatively stable. As long as the macroeconomic environment continues to improve and corporate profits gradually improve, the stock market is expected to move forward steadily under the spring breeze of policies. Investors need not worry too much about short-term fluctuations, but should pay more attention to the structural opportunities of various industries in the process of policy implementation.The field of scientific and technological innovation focuses on artificial intelligence and related actions to cultivate future industries. This will greatly stimulate the vitality of the science and technology sector. Enterprises related to artificial intelligence, such as chip research and development, algorithm design and intelligent application development, are expected to get more policy support and resource inclination, thus promoting their technology research and development and market expansion, and related technology stocks may usher in new development opportunities. And "involution competition governance", especially for photovoltaic chain and other industries, is conducive to the healthy and orderly development of the industry, avoiding the chaos caused by vicious competition, enabling high-quality enterprises in the industry to grow in a more fair and reasonable environment, and enhancing the profit stability and sustainability of related enterprises.Pre-judgment on Friday: Open low and walk high, walk slowly.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13