Good, return! China's assets broke out in an all-round way. What should we do on December 10th?The market fluctuated slightly, but after the A-shares closed at 3 o'clock, the Hong Kong stocks that closed at 4 o'clock started a surge mode: Hang Seng Technology rose by 4.3%, Hang Seng Index rose by 2.76%, and the rising time was around 15: 20.Overall, this is a good thing for A shares.
After the terminal consumption, it has an obvious pulling effect on the middle industry, and the PMI in October and November has also returned to above 50.Therefore, consumption is our focus for a long time to come, and it is also often said: to open up the big cycle of domestic consumption. Next year, we will issue 1 trillion special treasury bonds and make a fuss about consumption.Overall, this is a good thing for A shares.
After the terminal consumption, it has an obvious pulling effect on the middle industry, and the PMI in October and November has also returned to above 50.Implement a more active fiscal policy and a moderately loose monetary policy.