At present, everyone interprets it as exceeding expectations, and it is the first time to mention "moderate easing" in 14 years, but it is also within expectations.Third, consumption, debt (overlapping real estate, restructuring): follow the funds, which segment goes out of the high standard, just go to which segment, and we are still good at choosing the target in the segment;Stabilizing the stock market is a new formulation but not a new attitude! ! ! ! ! (Of course, this is an excellent boost to market confidence.)
Technology is indispensable. As I said, technology is not business, but life and death. But this time, technological innovation was actually mentioned after "boosting consumption", which also shows the importance of "domestic demand". It seems that we have fully understood Ogawa's tariff stick and prepared it carefully, without compromise!Second, AI and AI application: master the band rhythm and do more low-level startup varieties;
Tomorrow's focus:2, stabilize the property market: just say it. It's just that I've been doing it this year. I have said many times that the property market is "stable" rather than "accelerated", because the property market is not only related to the wealth of ordinary people, but also directly affects whether there are systemic risks in the macro economy.12.09 Review: The feeling after the conference.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13