1月21日证券之星早间消息汇总：财政部传来多项利好政策

Macro News - The Ministry of Finance will continue to implement a more proactive fiscal policy in 2026, focusing on "increased total, optimized structure, better efficiency, and stronger momentum" [1] - Fiscal deficit, total debt scale, and total expenditure will be maintained at necessary levels, ensuring that overall expenditure intensity "only increases" and key areas are "only strengthened" [1] - The personal consumption loan interest subsidy policy will be extended until the end of 2026, with potential further extensions based on implementation results [1] - The National Development and Reform Commission (NDRC) will formulate a strategy for expanding domestic demand from 2026 to 2030, aiming to create new demand through new supply [1] - The Ministry of Finance will support the quality upgrade of key industries and enhance financial collaboration to support technological innovation [1] Industry News - The Ministry of Natural Resources and the Ministry of Housing and Urban-Rural Development issued measures to support urban renewal actions, allowing the use of existing land and property resources for national-supported industries with transitional policies lasting up to 5 years [2] - Shanghai released an action plan to enhance the linkage between futures and spot markets for non-ferrous metals, aiming to improve resource allocation capabilities and global pricing influence [2] Overseas News - Major U.S. stock indices fell on January 20, with the Dow Jones down 870.74 points (1.76%), S&P 500 down 143.15 points (2.06%), and Nasdaq down 561.07 points (2.39%) [3] - Major tech stocks mostly declined, with Oracle and Broadcom down over 5%, Nvidia and Tesla down over 4%, and Amazon and Apple down over 3% [3] - Netflix reported Q4 revenue of $12.05 billion, exceeding estimates, with earnings per share of $0.56 compared to $0.43 the previous year [3] - Netflix expects 2026 revenue between $50.7 billion and $51.7 billion, with Q1 operating profit projected at $3.91 billion [3]