更多一手调研纪要和海外投行研报数据,点击上面图片小程序摘要中国经济具备可持续性源于政策认知边界的确定、企业自救创新以及全球资金多元化配置趋势,权益资产配置逐渐受青睐,资金从债市和定期存款流向股市。中国政府在十五五规划期间将重点支持科技升级,关注房地产企稳和社保改革促消费,但具体改革措施的优先顺序尚未明确,预计将逐步推进。“两个30”政策建议旨在通过降低关税和准入限制,实现全国统一大市场,中国主动...
Source Link更多一手调研纪要和海外投行研报数据,点击上面图片小程序摘要中国经济具备可持续性源于政策认知边界的确定、企业自救创新以及全球资金多元化配置趋势,权益资产配置逐渐受青睐,资金从债市和定期存款流向股市。中国政府在十五五规划期间将重点支持科技升级,关注房地产企稳和社保改革促消费,但具体改革措施的优先顺序尚未明确,预计将逐步推进。“两个30”政策建议旨在通过降低关税和准入限制,实现全国统一大市场,中国主动...
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