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中国银河证券章俊:2026年政府工作报告背后的四大亮点
21世纪经济报道 记者 崔文静 实习生 张长荣 两会期间,中国银河证券首席经济学家章俊接受21世纪经济报道专访时表示,2026年政府工作报告主要呈现四大亮点:设定区间式经济增长目标、突出服务 消费的重要地位、强化民生保障部署、全面推进绿色转型。 从政策工具看,有三方面值得期待:财政力度总体稳定,结构性增量主要体现在提高政策性金融工具额度;消费政策从短期刺激转向长效机制建设;设立 1000 亿元财政金融协同促进内需专项资金。 资本市场领域,报告释放出三方面积极信号:一是显著提升直接融资特别是股权融资比重;二是持续深化投融资综合改革;三是健全中长期资金入市机制, 并进一步强化投资者保护。 ...
博时市场点评7月18日:沪深两市上涨,成交再度放量
Xin Lang Ji Jin· 2025-07-18 08:32
Group 1 - The core viewpoint of the news highlights the positive economic indicators from the US, including a 0.6% month-on-month increase in retail sales and a decrease in initial jobless claims to 221,000, which alleviates concerns about an economic slowdown [1][3] - The Chinese government is focusing on establishing long-term mechanisms for consumption policies during the 14th Five-Year Plan, aiming to enhance service consumption and improve residents' consumption capacity through structural reforms [2][3] - The recent measures announced by the National Development and Reform Commission to encourage foreign investment reinvestment in China are part of a broader strategy to stabilize foreign investment and mitigate external uncertainties [3] Group 2 - The A-share market showed positive performance on July 18, with the Shanghai Composite Index rising by 0.50% to 3534.48 points, and the Shenzhen Component Index increasing by 0.37% to 10913.84 points [4] - The market turnover reached 1.5935 trillion yuan, indicating increased trading activity compared to the previous trading day, with a margin balance of 1.9044 trillion yuan also showing an upward trend [5] - The MACD indicator has formed a golden cross signal, suggesting a positive momentum for certain stocks in the market [6]