Policy expectation:The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.CDB Securities predicts that the A-share market will gather momentum in 2025, and the policy shift has far-reaching significance, and market expectations and confidence will be restored.
700 billion yuan of ultra-long-term special treasury bonds have all been allocated to "double" projects, and the implementation will be accelerated, which will have an impact on infrastructure construction and economic development.Industrial economy:Industrial economy:
Xinhua News Agency commented that the central government has a large room for borrowing and deficit improvement. Looking forward to the closing year of the 14 th Five-Year Plan in 2025, the space for fiscal policy development has attracted much attention.The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.Analysts believe that although there are downward trend pressures, annual line pressures and early lock-up pressures in technology, the market trend is strong, and these pressures may be broken if incremental funds enter the market.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide
Strategy guide