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.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.
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.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.3. Emphasis on stabilizing the property market and the stock market. Beijing rarely mentions the stock market, showing its importance.
My interpretation and evaluation: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.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.