(来源:晨看能源)摘要本周观点:宏观:本周(8月25日-8月29日,下同)宏观面偏向利多。海外方面,美国联邦巡回上诉法院29日裁定,美国总统特朗普批准对多国征收关税时援引的法律实际上并没有赋予其征收这些税款的权力。特朗普当天在社交媒体上发文坚称“所有关税仍然有效”,并表示将向最高法院提出上诉。国内方面,政策层面同步发力,国务院常务会议强调设备更新与以旧换新政策的精准实施,严打骗补行为并强化财税金融...
Source Link(来源:晨看能源)摘要本周观点:宏观:本周(8月25日-8月29日,下同)宏观面偏向利多。海外方面,美国联邦巡回上诉法院29日裁定,美国总统特朗普批准对多国征收关税时援引的法律实际上并没有赋予其征收这些税款的权力。特朗普当天在社交媒体上发文坚称“所有关税仍然有效”,并表示将向最高法院提出上诉。国内方面,政策层面同步发力,国务院常务会议强调设备更新与以旧换新政策的精准实施,严打骗补行为并强化财税金融...
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