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2024-12-14 04:22:08

I have seen many experts predict that deficit ratio may be 3.5%~4% next year, the ultra-long-term special national debt is expected to be 1.5 trillion yuan to 2 trillion yuan, and the amount of special debt is expected to be around 4.5 trillion yuan. It is only expected that it will be announced during the two sessions of the National People's Congress in March next year.The news of the long-awaited heavy meeting finally came, but the content was basically the same as that of the Political Bureau, so A50 dived in a straight line, but I read it carefully and found three new highlights!Finally, do you think the market will fall to the end of December? Did it fall to 3350?


I have seen many experts predict that deficit ratio may be 3.5%~4% next year, the ultra-long-term special national debt is expected to be 1.5 trillion yuan to 2 trillion yuan, and the amount of special debt is expected to be around 4.5 trillion yuan. It is only expected that it will be announced during the two sessions of the National People's Congress in March next year.Set the fiscal policy for next year: increase the deficit, special national debt and special debt quota!Make clear the monetary policy next year: reduce the RRR and cut interest rates in due course! I said before that the RRR will be lowered at the end of the year, and there is a high probability that it will be lowered in these days! In addition, the number of interest rate cuts next year will not be less!


Clarify the industry policy next year: consumption, artificial intelligence+action future industry! Urban renewal, reducing logistics costs. This should be the main line in the first few months of next year!The Central Economic Work Conference closed, but A50 plummeted, three bright spots. Will A shares open lower and go higher tomorrow?

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