Group 1 - The report highlights that the national economy has shown steady recovery, with significant growth in industrial and service sectors, and overall stability in employment and prices [19][27][54] - In November, the national industrial added value increased by 5.4% year-on-year, with the equipment manufacturing and high-tech manufacturing sectors growing at 7.6% and 7.8% respectively [28] - The retail sales of consumer goods reached 43,763 billion yuan in November, reflecting a year-on-year growth of 3.0%, with online retail sales also showing a positive trend [29] Group 2 - The report suggests focusing on investment opportunities driven by policy changes and industry trends, particularly in emerging sectors such as artificial intelligence and low-altitude economy [22][48] - It emphasizes the potential for recovery in the profitability of central state-owned enterprises due to ongoing reforms and market value management initiatives [20][49] - The report also indicates a favorable long-term investment outlook for gold as a safe-haven asset amid increasing geopolitical tensions and global economic uncertainties [22][76]
宏观策略周报：11月份国民经济稳步回升，美联储如期降息25个基点
Yuan Da Xin Xi·2024-12-21 01:11