It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.Foreign trade:Boosting consumption and expanding domestic demand seem to be the focus of next year! It is good for the traditional consumption of automobile, real estate and household appliances.
Be more active-it means that deficit ratio will improve, exceeding 3.5% is expected, and even the second round of 5-10 trillion yuan is expected!Consumption policy:Be more active-it means that deficit ratio will improve, exceeding 3.5% is expected, and even the second round of 5-10 trillion yuan is expected!
Industrial policy:It is necessary to "vigorously" boost consumption, improve investment efficiency, and "comprehensively" expand domestic demand.The key word is "leading", so technology stocks will naturally not be bad next year!