
A | 本篇评级为★★★,主要围绕以下内容展开:
1、重要会议:未来几年经济增速目标如何定?
2、重要会议:高科技自立自强,点名了哪些赛道?
3、重要会议:“现代化产业建设”为何排第一?有哪些隐藏信息和赛道?
4、央行9000亿公开市场操作,是要宽松吗?
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新闻解读评级说明:五星重磅,四星重要,三星级以下大家选择听。
1、重要会议:未来几年经济增速目标如何定?
最近这几天,市场的焦点完全集中在政策上——也就是刚刚闭幕的二十届四中全会。会议讨论了关于“十五五”规划的一系列文件。 Chinese President Xi Jinping on Wednesday extended congratulations to Andras Baka on his assuming the office as Hungary's president.
In his message, Xi said Hungary, one of the first countries to recognize the People's Republic of China, shares a long-standing traditional friendship with China.
Since the establishment of diplomatic relations 77 years ago, both countries have always adhered to mutual respect, equality, mutual benefit and win-win cooperation, and achieved remarkable results in collaboration across various fields, he said.
Xi said he attaches great importance to developing China-Hungary ties and stands ready to work with Baka to carry forward the traditional friendship, deepen mutual political trust and practical cooperation in all areas, and promote the steady and long-term development of the all-weather comprehensive strategic partnership for the new era between China and Hungary, so as to better benefit the two peoples.
。至于“十五五”规划全文,要等到明年3月份才发布;目前我们能够看到的,全部是这份五年规划提前释放的政策要点。这些要点其实已经足够让资本市场消化吸收,并从中发现热点。我们一起来扫描这几份文件的重点。
这里涉及三份文件:
第一份是刚刚闭幕的二十届四中全会公报,这是官方对外发布的简报;
第二份是新华社发布的四中全会侧记,更偏向会议细节;
第三份是刚刚召开的新闻发布会,相关部委“一把手”对外解读四中全会精神,形成的文字稿也能看到一些信息。
我们把三份文件的重点放到一起,提炼出以下几点:
第一,关于未来五年中国经济增速到底会维持在什么水平。如果增速很高,市场会收到积极热烈的信息,反映的是向上的支撑力;如果经济增速可以刻意忍受、妥协、低一点,收到的信息就会偏冷。
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Published on:09:16:37