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2024-12-14 11:33:07

3. Implement special actions to boost domestic demand. I won't say more. The expectation has already landed, but it depends on implementation. Before, the market had expected to issue special treasury bonds to residents to subsidize consumption. Now consumer stocks are accelerating in the short term, so be careful to cash in the risks.Today, my specific operation is as follows:


1, improve the financial deficit ratio. Proactive fiscal policy,1, improve the financial deficit ratio. Proactive fiscal policy,4, a relatively new formulation, new quality productivity+AI; There is also involution competition governance; Promoting fertility has not been mentioned before.


Recently, domestic-funded institutions have made a large net outflow continuously, and the entry of mysterious funds is not continuous. Therefore, Lao Liu judged that once the incremental funds are insufficient to follow the trend, the market is likely to fluctuate and consolidate, so don't chase after it in the short term, especially in terms of consumption!Today, my specific operation is as follows:2, the issuance of ultra long-term construction bonds, increase the use of local special bonds. This has always been a good hand at pulling GDP, and it is good for infrastructure and new quality productivity.

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