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汇百川基金:政治局会议宏观政策加码发力,财政货币双宽或已临近
Cai Fu Zai Xian· 2025-04-27 22:28
Group 1 - The meeting of the Central Political Bureau emphasizes the implementation of proactive macroeconomic policies to address external uncertainties and stabilize economic growth [1][2] - The combination of fiscal and monetary policies is expected to be strengthened, with measures such as accelerating the issuance of local government special bonds and potential interest rate cuts [2] - The focus on service consumption as a new direction for economic growth highlights the potential in sectors like elderly care, healthcare, tourism, and dining, which could significantly boost economic activity and employment [3] Group 2 - The meeting indicates a commitment to supporting the real economy and technological innovation, aiming to cultivate new industries and enhance competitiveness [4] - Capital markets are expected to play a crucial role in financing technology-driven enterprises, particularly in strategic emerging industries such as semiconductors, artificial intelligence, and renewable energy [4] - The urgency for counter-cyclical adjustments is underscored by increasing external trade frictions and global economic recession risks, suggesting a potential for rapid policy implementation in the coming months [4]