专家预计：四季度相关部门有望根据形势变化及时推出增量政策

Core Viewpoint - Experts predict that the dual push of ultra-long special government bonds and local government special bonds will significantly stimulate investment, providing momentum for expanding domestic demand and stabilizing growth [1] Group 1: Investment Opportunities - In the fourth quarter, relevant departments are expected to timely introduce incremental policies based on changing circumstances [1] - Local government special bond funds supporting infrastructure and real estate projects are likely to be densely deployed in the next phase [1] - Long-term, new infrastructure sectors such as data centers and charging piles are expected to become new growth drivers, with a more considerable investment scale compared to traditional infrastructure [1]