数据点评|财政支出趋弱,关注加码可能(申万宏观·赵伟团队)

Core Viewpoint - The article discusses the weakening trend in fiscal expenditure and highlights the potential for increased government spending in the future [2] Group 1: Fiscal Expenditure Trends - Recent data indicates a decline in fiscal expenditure, raising concerns about the sustainability of economic growth [2] - The government may need to consider measures to boost spending to counteract the current trend [2] Group 2: Implications for Investment - Investors should monitor potential policy changes that could lead to increased fiscal spending, which may create new investment opportunities [2] - The article suggests that sectors reliant on government contracts could benefit from any future spending increases [2]