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2024-12-13 04:41:47

Main contents: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.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%.


3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.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.


2. After eleven years, the loose monetary policy is proposed again. Compared with the previous prudent policy, this easing will be more significant.3. Tomorrow's sharp rise and general increase of China stock index will be a good opportunity to switch positions and exchange shares.Operational recommendations:

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