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.Analysts believe that although there are downward trend pressures, annual line pressures and early lock-up pressures in technology, the market trend is strong, and these pressures may be broken if incremental funds enter the 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.
Policy expectation:Industrial economy:
These news comprehensively reflect the latest trends of China stock market in macroeconomic policies, capital market dynamics, industrial economy, foreign exchange reserves, securities firms' judgments and policy expectations, and provide investors with a comprehensive market overview.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.Industrial economy:
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
Strategy guide
12-13
Strategy guide