Core Viewpoint - The "package of financial policies" aims to stabilize the market and expectations, with a clear focus on both short-term stabilization and long-term structural adjustments [1]. Group 1: Policy Overview - The recent press conference introduced several significant policies affecting the stock market, real estate, and foreign trade, indicating a robust and precise approach to counter external shocks and stabilize the economy [1]. - The current policies are seen as a continuation of the spirit from the April 25 Politburo meeting, focusing on stabilizing the economy and market expectations [4]. Group 2: Comparison with Previous Policies - Unlike the "9·24" meeting, which was a major turning point with unexpected measures, the current policies are more predictable and align with previous discussions, emphasizing gradual adjustments rather than drastic changes [3][4]. - The previous measures were more aggressive, directly targeting the real estate and stock markets, while the current approach is more cautious, focusing on consumer confidence, foreign trade stability, and support for technological innovation [4]. Group 3: Market Impact and Future Outlook - Analysts believe the new policies will enhance investor confidence and support a recovery in the A-share market, which is currently at relatively low valuations, making it attractive for investment [6]. - The focus on consumption and technology sectors is expected to strengthen market performance, with a structural bull market anticipated in the long term, driven by key industries [7]. - The recent monetary policy adjustments are expected to signal a positive outlook for economic recovery and stable capital market operations, with potential for a gradual upward trend in the market [7].
重磅政策发布,最新研判来了!
Zhong Guo Ji Jin Bao·2025-05-07 16:21