Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!Third, vigorously boost consumption, expand domestic demand in an all-round way, expand domestic demand in the first place, technological innovation in the second place, and the property market and stock market in the third place! Expanding domestic demand and promoting consumption are the core tasks of economic work next year.Yan Dongwei announced that more than 5% shareholders of the company, National Integrated Circuit Fund and Jingguorui, plan to reduce their shares through block trading due to their own capital needs. The National Integrated Circuit Fund plans to reduce its holdings by no more than 11.991 million shares, accounting for 1% of the company's total share capital; Jingguorui plans to reduce its holdings by no more than 11.991 million shares, accounting for 1% of the company's total share capital. The reduction period is from January 2, 2025 to April 1, 2025, and the reduction price will be determined according to the market price.
Why NVIDIA? Who can bear this tone for such a company that eats our food and smashes our pot? Besides, NVIDIA is facing several anti-monopoly investigations around the world, and even the US Department of Justice is involved. It is normal and necessary for us to investigate it!First, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.Last night, the China Stock Exchange continued to rise. The Nasdaq China Jinlong Index soared by more than 9%, and the stock prices of many constituent stocks soared by 140%, hitting the fuse; Tiger Securities rose more than 25%, Futu Holdings rose more than 20%, Bili Bili rose more than 17%, Shell rose more than 14%, Xpeng Motors and Weilai rose more than 13%, JD.COM and iQiyi rose more than 12%, and Alibaba and Baidu rose more than 7%.
Yesterday, the draft of the Politburo meeting landed, which directly released the nuclear bomb level. I believe that the enthusiasm of this meeting has exceeded 924. Simply put, it is five words-want, big, free, water, and gone! Of course, 924 is the first major turning point, and the index is too windy. The Shanghai Composite Index rose from 2689 to 3674, soaring by 1000 points in one breath! The adjustment this time is to stabilize the stock market. It should not be crazy, but will only rise slowly.Recently, semiconductors have benefited a lot, but the stock price has not risen! First, the funds are going to speculate on AI applications, not playing with hardware; Second, there are too many institutions, large funds, including original shareholders in hard technology, and their desire to cash out is relatively strong, which also affects everyone's confidence in doing more.First, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.
Strategy guide 12-13
Strategy guide 12-13