Fourth, chip semiconductors: After all, technological innovation leads the new quality productivity is also in the second place, and it is a matter of life and death!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;Is it consistent with our previous prediction? But the word "all-round" is added, so the secondary market should not only focus on food and beverage! At the last meeting, "cultivating new consumption patterns" was put forward. These are all in the same strain and echo each other.
The hardest part is the second one-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!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.
Second, put forward "stabilizing the property market and the stock market";Both methods are very active for opponents, especially the second one is more difficult to deal with.Constantly pushing up is not in line with our positioning of "slow cow" and "long cow". One day, when we need to adjust the rhythm, the opponent will follow the trend and make a fierce record. In this way, it is impossible to prevent and the harm is even greater.
Strategy guide 12-14
Strategy guide 12-14