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红塔证券副总裁、首席经济学家李奇霖:未来投资端将吸引更多中长期投资者和耐心资本参与到资本市场

Group 1 - The meeting emphasized the need to effectively release domestic demand potential and highlighted the importance of implementing special actions to boost consumption, focusing on both goods and service consumption as new growth points [2] - In the real estate sector, the meeting did not directly mention stabilizing the market but instead called for high-quality urban renewal, indicating a shift from a sales-oriented to a quality-oriented approach in the real estate market [2] - The meeting stressed the combination of consumption promotion and social welfare to stimulate domestic demand, suggesting a long-term mechanism for consumption growth that enhances social security and improves living standards [2] Group 2 - The meeting proposed enhancing the attractiveness and inclusiveness of the domestic capital market, indicating a focus on stabilizing and improving market conditions [3] - The emphasis on attracting more long-term investors and improving services for innovative enterprises in the capital market reflects a strategic direction for future investment [3] - The outcomes of the meeting are seen as laying the groundwork for a successful conclusion to the "14th Five-Year Plan" and a strong start to the "15th Five-Year Plan," with a focus on policy execution and market reforms [3]