大和发表报告指，在整理中国各省GDP目标后，推算出2026年全国GDP的“隐含”目标为5%，根据过往经验，这预示著更为保守的“官方”目标将落在4.5%-4.7%区间。在此背景下，若3月5日召开的全国两会最终将2026年GDP目标定于约5%，认为这可能暗示更强劲的经济刺激措施即将推出。财政刺激目标料为固定资产投资、消费、房地产。大和指，近期市场波动，重申对2026年上半年中国股市的乐观展望，刺激政策...
Source Link大和发表报告指，在整理中国各省GDP目标后，推算出2026年全国GDP的“隐含”目标为5%，根据过往经验，这预示著更为保守的“官方”目标将落在4.5%-4.7%区间。在此背景下，若3月5日召开的全国两会最终将2026年GDP目标定于约5%，认为这可能暗示更强劲的经济刺激措施即将推出。财政刺激目标料为固定资产投资、消费、房地产。大和指，近期市场波动，重申对2026年上半年中国股市的乐观展望，刺激政策...
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