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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.Third, vigorously boost consumption, expand domestic demand in an all-round way, expand domestic demand in the first place, technological innovation in the second place, and the property market and stock market in the third place! Expanding domestic demand and promoting consumption are the core tasks of economic work next year.

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.It also emphasizes improving investment efficiency. How to improve it? It is nothing more than the house rising and the stock market rising. In the current environment, it is very good that the property market can stabilize, and the only attack is the stock market. So when the contents of the meeting came out, China's assets skyrocketed across the board, which was quite crazy! Why is the reaction so big? It's just that the meeting was too unexpected.First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock market

The meeting exceeded expectations, China's assets rose sharply across the board, and it is also possible to have a daily limit of 1,000 shares.Third, vigorously boost consumption, expand domestic demand in an all-round way, expand domestic demand in the first place, technological innovation in the second place, and the property market and stock market in the third place! Expanding domestic demand and promoting consumption are the core tasks of economic work next year.This is the most informative and positive meeting in recent years, and many references are "the first time in history", such as: