反内卷牛市下的投资策略与市场展望

新浪财经
Sep 22

(来源:ETF炼金师)一、反内卷牛市的政策背景根据《求是》第18期的刊文,中央对反内卷政策的高度重视已在7月1日财经委员会的讲话中得到明确。此讲话的即时刊发显示出决策层对反内卷工作的迫切感,强调要集中力量清除企业低价无序竞争的顽瘴痼疾。《求是》指出,建设全国统一大市场不仅是攻坚战,也是持久战,各地要从全局高度落实此政策。近年来,反内卷政策的紧迫性逐渐上升,相关部门也纷纷发声,显示出国家在这一领域的...

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