Ⅳ) Industrial capital flowIn terms of net outflow, the net outflow of software development, Internet services and semiconductors ranked first, of which the net outflow of software development was 6.822 billion yuan.Guosheng Securities Research Report believes that overall, the policy in the past two months has continued to focus on steady growth, steady confidence and stable real estate, with seven specific focuses. In the short term, the Politburo meeting and the Central Economic Work Conference will be held in turn in the near future, which will generally determine the policy tone and overall deployment next year. The research report predicts that in 2025, the overall policy tone will be more expanded, more active, more powerful and dry, and it should continue to "guarantee 5%" and may add "promoting price recovery"; The key to expanding domestic demand is the central government's efforts to increase leverage. We will continue to promote the stability of "property market and stock market", and there may be new expressions on "external environment, economic situation, fiscal expansion, consumption, storage and storage, infrastructure expansion and population".
ⅴ) Institutional viewpoint..... 1) Be optimistic about the policy and market, and it is expected that there will be a phased "stock-debt double bull" at the end of the year and the beginning of the year.Ⅱ) Plate aspect
..... 2) Actively prepare for the New Year's rebound.Personal re-offer is for reference only.
Strategy guide
12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13