Policy expectation: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.By the end of the third quarter, the total scale of asset management products of various institutions reached 72.04 trillion yuan, showing the huge scale of the asset management market.
Capital market dynamics:Xinhua News Agency commented that the central government has a large room for borrowing and deficit improvement. Looking forward to the closing year of the 14 th Five-Year Plan in 2025, the space for fiscal policy development has attracted much attention.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.
CDB Securities predicts that the A-share market will gather momentum in 2025, and the policy shift has far-reaching significance, and market expectations and confidence will be restored.Capital market dynamics: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
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13