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.Brokerage research:Stock market performance and outlook:
Industrial economy:Policy expectation: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.
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.The market expects that the Central Economic Work Conference will be held in December, which may release more favorable policies and support the A-share market.