Huatai Securities issued a research report stating that, according to Xinhua News Agency, the Central Economic Work Conference was held in Beijing from 12.15 to 16, and the minutes of the meeting were released on the evening of the 16th. The agency believes that the "Minutes" has a positive outlook on economic fundamentals next year, and dynamic optimization and adjustments have been made on the policy side that the AH market is more concerned about - epidemic prevention, real estate, platform economy, etc., which may help boost market risk appetite ; The overall tone of monetary policy is more neutral than last year. In terms of medium-scale industry and theme investment, the "Minutes" has three clear policy lines-expanding domestic demand, three major security measures, deepening national reform, or corresponding to large consumption, TMT, and "Chinese prefix" investment opportunities.