Fourth, stabilize the property market and stock market to improve investment efficiency. Pulling the stock market to the height of real estate, it is the first time that it has such a high status, which affirms the meaning of the stock market to the economic pillar.The Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting, which emphasized the implementation of more active and promising macro policies, expanding domestic demand, promoting the integrated development of scientific and technological innovation and industrial innovation, and stabilizing the property market and stock market. Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, and lay a good policy "combination boxing" to improve the foresight, pertinence and effectiveness of macro-control.This favorable domestic computing power replacement, Huawei computing power, etc., may mean a major breakthrough in domestic GPU and AI chips, we will wait and see! However, it is bad for A-share NVIDIA concept, optical module and other supply chains.
Recently, due to NVIDIA's alleged violation of the Anti-monopoly Law of the People's Republic of China and the Announcement of the General Administration of Market Supervision on the Decision of Anti-monopoly Review on Approving NVIDIA Company's Acquisition of the Equity of Milos Technology Co., Ltd. with Additional Restrictive Conditions (Announcement [2020] No.16 of the General Administration of Market Supervision), the General Administration of Market Supervision launched an investigation on NVIDIA Company according to law.This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as:Iii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.
Fourth, stabilize the property market and stock market to improve investment efficiency. Pulling the stock market to the height of real estate, it is the first time that it has such a high status, which affirms the meaning of the stock market to the economic pillar.The Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting, which emphasized the implementation of more active and promising macro policies, expanding domestic demand, promoting the integrated development of scientific and technological innovation and industrial innovation, and stabilizing the property market and stock market. Implement a more proactive fiscal policy and a moderately loose monetary policy, enrich and improve the policy toolbox, strengthen unconventional countercyclical adjustment, and lay a good policy "combination boxing" to improve the foresight, pertinence and effectiveness of macro-control.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13