Foreign exchange reserves and gold reserves:Foreign exchange reserves and gold reserves:700 billion yuan of ultra-long-term special treasury bonds have all been allocated to "double" projects, and the implementation will be accelerated, which will have an impact on infrastructure construction and economic development.
The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.In terms of capital, the Shanghai and Shenzhen 300 and A500 indexes have seen capital outflows, but the inflow of financing has increased and the outflow of foreign capital has increased, showing the shock and wait-and-see attitude of market funds.The audit authority of local government special debt projects may be delegated to the provincial level, and 12 provinces are expected to land, which may affect the financial operation and investment projects of local governments.
The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.Policy expectation:The activity of the stock market has recovered, both the Shanghai Composite Index and the Entrepreneurship Index are on the rise, and the market as a whole is in a state of bullish momentum.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13