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2024-12-13 05:42:04

First, the heavy meeting will be set! Implement more active and promising macro policies to stabilize the property market and stock marketFirst, a more active fiscal policy and a moderately loose monetary policy will be implemented next year. This is the emphasis on "moderate easing" after a lapse of 14 years, which was only set in 2009 and 2010! The "more active" fiscal policy was last proposed in 2020.Yan Dongwei announced that more than 5% shareholders of the company, National Integrated Circuit Fund and Jingguorui, plan to reduce their shares through block trading due to their own capital needs. The National Integrated Circuit Fund plans to reduce its holdings by no more than 11.991 million shares, accounting for 1% of the company's total share capital; Jingguorui plans to reduce its holdings by no more than 11.991 million shares, accounting for 1% of the company's total share capital. The reduction period is from January 2, 2025 to April 1, 2025, and the reduction price will be determined according to the market price.


Second, strengthen unconventional countercyclical adjustment, which is the first time in history to put forward "unconventional" at the Politburo meeting level!Why NVIDIA? Who can bear this tone for such a company that eats our food and smashes our pot? Besides, NVIDIA is facing several anti-monopoly investigations around the world, and even the US Department of Justice is involved. It is normal and necessary for us to investigate it!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.


Iii. Yan Dongwei: The State Integrated Circuit Fund and Jingguorui plan to reduce their shares by no more than 2%.2. NVIDIA was suspected of violating the anti-monopoly law. The General Administration of Market Supervision decided to file an investigation 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:

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