• 微博
  • 微信微信二维码

广东省人民政府首页  >  要闻动态  >  广东要闻

2019投资指引:至暗已过,黎明渐至——年底三大会议干货解读

来源: 南方日报网络版     时间: 2019年11月16日 07:38:58
【字体:

U米app下载信誉老台子平台直属招商客服【QQ】【99045161】诚招代理【在线开户网址um298.com】龙虎和龙虎1赔2.211合1赔9.95,定位胆1赔9.95腾讯5,10分欢乐生肖,最高返水100反9快,最高赔率。2019投资指引:至暗已过,黎明渐至——年底三大会议干货解读

末节5中5,新疆国手单节11分4板3断绝地反击,阿的江还有额外收获 丁霞受伤牵动人心!郎平还有2张二传王牌:魏秋月接班人会是谁? NBA历史级投手到底有多难!要具备以下这3点 亚洲杯另类官宣!韩国和菲律宾队的英超球星,只和中国男足打比赛 又砍30分9板, 易建联最佳帮手是他, 杜峰手握利刃克辽宁 苦尽甘来?黄金多仓激增、看涨人气创半年之最 接下来盯住三件事 险些输给独行侠?格林进攻端低迷,勇士还有一项数据联盟倒数第一 【快评】提高质量、优化结构,促进形成强大国内市场 【聚焦】明年将有更大减税!个税专项附加扣除政策出炉 里皮头疼了?恒大又一国脚伤别亚洲杯!左后卫仅剩一“菜鸟”可用 风尘四侠今何在?兄弟四人却有截然不同的现状命运,令人唏嘘不已 状元本内特想要重回NBA,25岁就从巅峰到低谷,悲情半生 蜂王保罗悲情半生,满身伤病仍坚守梦想!他定不负火箭 雷霆重返西部第二,威少+乔治成现役最强双人组?泡椒功不可没 詹三岁上线!赛场边乱入抢镜,詹姆斯也有稀奇古怪的可爱一面

((二)()流)(动)(性)(:金)(融)(开)(放)(领)(航)(“新)(改)(革)(”,打)(通)(“资)(金)(入)(市)(”通)(路)(
开)(放)(领)(航)(“新)(改)(革)(”,金)(融)(开)(放)(与)(金)(融)(创)(新)(或)(将)(是)(“排)(头)(兵)(”,这)(或)(将)(为)(19年)(资)(本)(市)(场)(风)(险)(偏)(好)(的)(系)(统)(性)(回)(升)(及)(“增)(量)(资)(金)(入)(市)(”打)(下)(基)(础)(。改)(革)(开)(放)(40周)(年)(纪)(念)(大)(会)(上)(,对)(于)(开)(放)(实)(质)(上)(着)(墨)(更)(多)(,指)(出)(“实)(行)(积)(极)(主)(动)(的)(开)(放)(政)(策)(,形)(成)(全)(方)(位)(、多)(层)(次)(、宽)(领)(域)(的)(全)(面)(开)(放)(新)(格)(局)(”。中)(央)(经)(济)(工)(作)(会)(议)(上)(,对)(于)(“由)(商)(品)(和)(要)(素)(流)(动)(型)(开)(放)(向)(规)(则)(等)(制)(度)(型)(开)(放)(转)(变)(”,以)(及)(落)(实)(中)(美)(两)(国)(元)(首)(会)(晤)(的)(明)(确)(要)(求)(。意)(味)(着)(一)(系)(列)(更)(深)(层)(次)(涉)(及)(传)(统)(制)(度)(、模)(式)(变)(化)(的)(对)(外)(开)(放)(举)(措)(或)(将)(率)(先)(推)(出)(,以)(此)(倒)(逼)(国)(内)(改)(革)(。
这)(其)(中)(,参)(考)(刘)(鹤)(副)(总)(理)(、易)(纲)(行)(长)(的)(相)(关)(讲)(话)(,金)(融)(领)(域)(的)(开)(放)(及)(率)(先)(实)(施)(“竞)(争)(中)(性)(”的)(更)(深)(层)(次)(改)(革)(,又)(或)(将)(先)(于)(其)(他)(领)(域)(开)(放)(优)(先)(进)(行)(。而)(为)(了)(适)(应)(对)(以)(混)(业)(经)(营)(为)(主)(的)(国)(外)(金)(融)(机)(构)(的)(开)(放)(反)(过)(来)(又)(使)(得)(新)(一)(轮)(金)(融)(及)(资)(本)(市)(场)(制)(度)(改)(革)(,尤)(其)(是)(以)(股)(市)(为)(核)(心)(的)(直)(接)(融)(资)(的)(优)(先)(顺)(位)(明)(显)(提)(前)(,本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(对)(于)(资)(本)(市)(场)(罕)(见)(的)(用)(了)(100字)(以)(上)(篇)(幅)(进)(行)(强)(调)(,首)(次)(明)(确)(了)(“资)(本)(市)(场)(在)(金)(融)(运)(行)(中)(具)(有)(牵)(一)(发)(而)(动)(全)(身)(的)(作)(用)(”,自)(2013年)(以)(来)(,再)(一)(次)(明)(确)(提)(出)(“提)(高)(直)(接)(融)(资)(比)(重)(”以)(及)(“引)(导)(更)(多)(中)(长)(期)(资)(金)(进)(入)(”(14-16年)(流)(动)(性)(牛)(市)(的)(重)(要)(基)(础)()。可)(以)(预)(料)(到)(,“以)(推)(进)(科)(创)(板)(及)(注)(册)(制)(试)(点)(尽)(快)(落)(地)(”为)(序)(幕)(的)(新)(一)(轮)(金)(融)(改)(革)(与)(创)(新)(或)(将)(拉)(开)(帷)(幕)(。而)(历)(史)(上)(看)(,围)(绕)(“提)(高)(直)(接)(融)(资)(比)(重)(”的)(资)(本)(市)(场)(改)(革)(与)(创)(新)(是)(A股)(风)(险)(偏)(好)(系)(统)(性)(回)(升)(和)(打)(通)(增)(量)(资)(金)(入)(市)(,乃)(至)(流)(动)(性)(牛)(市)(的)(重)(要)(背)(景)(。考)(虑)(到)(当)(前)(历)(史)(低)(位)(的)(短)(端)(利)(率)(反)(映)(的)(系)(统)(内)(充)(裕)(流)(动)(性)(状)(况)(,预)(计)(2019年)(年)(中)(起)(,伴)(随)(上)(述)(金)(融)(开)(放)(与)(创)(新)(措)(施)(开)(始)(逐)(步)(落)(地)(,A股)(新)(一)(轮)(风)(险)(偏)(好)(及)(流)(动)(性)(系)(统)(性)(回)(升)(或)(可)(期)(。
强)(化)(党)(中)(央)(核)(心)(意)(识)(与)(激)(励)(机)(制)(和)(反)(腐)(的)(构)(建)(,是)(新)(一)(轮)(改)(革)(开)(放)(能)(够)(有)(序)(推)(进)(的)(保)(障)(。年)(底)(三)(大)(会)(议)(上)(另)(一)(共)(性)(特)(点)(是)(对)(党)(的)(领)(导)(及)(党)(中)(央)(核)(心)(意)(识)(的)(再)(度)(提)(升)(,改)(革)(开)(放)(40周)(年)(大)(会)(上)(九)(条)(经)(验)(总)(结)(上)(以)(“坚)(持)(党)(对)(一)(切)(工)(作)(的)(领)(导)(”开)(篇)(和)(“坚)(持)(全)(面)(从)(严)(治)(党)(”收)(尾)(,均)(显)(示)(出)(对)(党)(的)(核)(心)(意)(识)(的)(强)(化)(。我)(们)(认)(为)(,内)(外)(形)(势)(倒)(逼)(使)(得)(新)(一)(轮)(改)(革)(开)(放)(迫)(在)(眉)(睫)(,而)(总)(量)(下)(行)(背)(景)(下)(,改)(革)(与)(开)(放)(无)(疑)(会)(触)(动)(既)(得)(利)(益)(者)(的)(利)(益)(,在)(前)(文)(所)(述)(,新)(“改)(革)(开)(放)(”方)(向)(既)(定)(之)(下)(,强)(化)(党)(中)(央)(核)(心)(意)(识)(将)(是)(新)(一)(轮)(改)(革)(开)(放)(能)(够)(有)(序)(推)(进)(的)(保)(障)(。改)(革)(开)(放)(历)(史)(表)(明)(,地)(方)(官)(员)(的)(“竞)(赛)(”是)(中)(国)(经)(济)(最)(有)(活)(力)(的)(部)(分)(,在)(年)(底)(的)(三)(大)(会)(议)(上)(,我)(们)(看)(到)(中)(央)(对)(于)(激)(发)(官)(员)(活)(力)(给)(出)(了)(“恩)(威)(并)(重)(”的)(新)(举)(措)(:一)(方)(面)(,政)(治)(局)(会)(议)(再)(次)(重)(申)(“反)(腐)(”,特)(别)(是)(重)(点)(对)(“不)(敬)(畏)(、不)(在)(乎)(、喊)(口)(号)(、装)(样)(子)(”的)(“懒)(政)(官)(员)(”进)(行)(震)(慑)(;另)(一)(方)(面)(,中)(央)(经)(济)(工)(作)(会)(议)(强)(调)(“激)(励)(干)(部)(担)(当)(作)(为)(,鼓)(励)(创)(造)(性)(贯)(彻)(落)(实)(”,且)(激)(励)(的)(方)(向)(在)(于)(“以)(经)(济)(建)(设)(为)(中)(心)(”。我)(们)(认)(为)(,对)(于)(地)(方)(官)(员)(新)(的)(奖)(惩)(制)(度)(和)(指)(标)(的)(建)(立)(,将)(有)(利)(于)(地)(方)(官)(员)(重)(新)(将)(精)(力)(聚)(焦)(于)(经)(济)(发)(展)(与)(落)(实)(中)(央)(新)(一)(轮)(改)(革)(开)(放)(措)(施)(上)(,这)(反)(过)(来)(或)(又)(将)(使)(得)(市)(场)(风)(险)(偏)(好)(提)(升)(可)(持)(续)(。
四)(、三)(大)(会)(议)(中)(的)(投)(资)(指)(引)(
(一)()更)(加)(宽)(松)(的)(货)(币)(政)(策)(为)(资)(本)(市)(场)(带)(来)(“源)(头)(活)(水)(”
中)(央)(经)(济)(工)(作)(会)(议)(上)(对)(于)(宏)(观)(政)(策)(首)(提)(“逆)(周)(期)(调)(节)(”,特)(别)(是)(货)(币)(政)(策)(自)(2013年)(以)(来)(首)(提)(“稳)(定)(总)(需)(求)(”,货)(币)(政)(策)(由)(“稳)(健)(中)(性)(”再)(度)(改)(为)(2018年)(的)(“松)(紧)(适)(度)(”,同)(时)(,删)(除)(了)(16-17年)(以)(来)(的)(“保)(持)(人)(民)(币)(汇)(率)(在)(合)(理)(均)(衡)(水)(平)(上)(的)(基)(本)(稳)(定)(”,在)(美)(国)(经)(济)(明)(年)(承)(压)(的)(背)(景)(下)(,美)(元)(指)(数)(压)(制)(逐)(步)(减)(轻)(的)(背)(景)(下)(,这)(意)(味)(着)(明)(年)(货)(币)(政)(策)(宽)(松)(力)(度)(将)(显)(著)(超)(过)(今)(年)(:降)(准)(力)(度)(或)(将)(超)(过)(今)(年)(的)(4次)(,而)(以)(TMLF为)(代)(表)(的)(定)(向)(降)(息)(或)(也)(将)(频)(次)(更)(高)(。货)(币)(政)(策)(的)(宽)(松)(将)(为)(上)(文)(提)(到)(的)(风)(险)(偏)(好)(回)(升)(的)(“黎)(明)(渐)(至)(”,以)(及)(金)(融)(开)(放)(创)(新)(带)(来)(的)(“增)(量)(资)(金)(入)(市)(”提)(供)(更)(多)(的)(“源)(头)(活)(水)(”,A股)(明)(年)(“赚)(钱)(效)(应)(”或)(将)(显)(著)(优)(于)(今)(年)(。
(二)()财)(政)(“加)(力)(提)(效)(”,关)(注)(“稳)(增)(长)(”主)(力)(基)(建)(及)(区)(域)(主)(题)(的)(投)(资)(机)(会)(
稳)(定)(总)(需)(求)(的)(要)(求)(叠)(加)(房)(地)(产)(“房)(住)(不)(炒)(”的)(重)(申)(,使)(得)(财)(政)(,特)(别)(是)(中)(央)(财)(政)(加)(码)(的)(基)(建)(将)(成)(为)(明)(年)(上)(半)(年)(“稳)(增)(长)(”的)(最)(主)(要)(力)(量)(。本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(对)(于)(积)(极)(的)(财)(政)(政)(策)(表)(述)(由)(去)(年)(的)(“积)(极)(的)(财)(政)(政)(策)(取)(向)(不)(变)(”进)(一)(步)(演)(变)(为)(今)(年)(的)(“加)(力)(提)(效)(”,这)(意)(味)(着)(,19年)(赤)(字)(率)(或)(将)(由)(今)(年)(的)(2.6%确)(定)(性)(上)(升)(,甚)(至)(有)(可)(能)(突)(破)(3.0%。明)(确)(“较)(大)(幅)(度)(增)(加)(地)(方)(政)(府)(专)(项)(债)(券)(规)(模)(”,预)(计)(2019年)(新)(增)(地)(方)(政)(府)(专)(项)(债)(规)(模)(或)(将)(从)(2018年)(的)(1.35万)(亿)(上)(升)(至)(2万)(亿)(以)(上)(。对)(于)(基)(建)(的)(细)(分)(领)(域)(,从)(行)(业)(上)(看)(,中)(央)(经)(济)(工)(作)(会)(议)(明)(确)(“加)(大)(城)(际)(交)(通)(、物)(流)(、市)(政)(基)(础)(设)(施)(等)(投)(资)(力)(度)(,补)(齐)(农)(村)(基)(础)(设)(施)(”,这)(其)(中)(,我)(们)(认)(为)(直)(接)(受)(益)(于)(轨)(交)(建)(设)(的)(“中)(字)(头)(”央)(企)(和)(基)(本)(面)(最)(坏)(时)(点)(已)(过)((成)(本)(涨)(价)(冲)(击)(高)(峰)(已)(过)()的)(地)(方)(建)(筑)(龙)(头)(或)(最)(为)(受)(益)(。对)(于)(本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(中)(强)(调)(的)(农)(村)(基)(建)(投)(资)(机)(会)(,详)(情)(见)(我)(们)(的)(《“乡)(村)(振)(兴)(”视)(角)(下)(,四)(个)(维)(度)(量)(化)(农)(村)(基)(建)(》报)(告)(。
区)(域)(发)(展)(聚)(焦)(中)(心)(城)(市)(,或)(将)(为)(雄)(安)(等)(主)(题)(带)(来)(更)(大)(弹)(性)(。本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(的)(促)(进)(区)(域)(协)(调)(发)(展)(中)(重)(点)(表)(述)(“要)(推)(动)(这)(些)(地)(区)(成)(为)(引)(领)(高)(质)(量)(发)(展)(的)(重)(要)(动)(力)(源)(”,与)(去)(年)(会)(议)(“提)(高)(城)(市)(群)(质)(量)(,推)(进)(大)(中)(小)(城)(市)(网)(络)(化)(建)(设)(”突)(出)(的)(网)(络)(化)(建)(设)(转)(向)(“要)(增)(强)(中)(心)(城)(市)(辐)(射)(带)(动)(力)(,形)(成)(高)(质)(量)(发)(展)(的)(重)(要)(助)(推)(力)(”聚)(焦)(中)(心)(城)(市)(的)(带)(动)(力)(打)(造)(。考)(虑)(到)(前)(文)(所)(述)(的)(中)(央)(财)(政)(在)(明)(年)(稳)(增)(长)(过)(程)(发)(挥)(的)(核)(心)(作)(用)(,网)(络)(化)(建)(设)(转)(向)(聚)(焦)(中)(心)(城)(市)(,意)(味)(着)(国)(家)(级)(战)(略)(下)(的)(核)(心)(地)(区)(将)(得)(到)(最)(大)(程)(度)(的)(资)(源)(聚)(焦)(,从)(而)(为)(资)(本)(市)(场)(相)(关)(区)(域)(的)(主)(题)(投)(资)(带)(来)(更)(大)(的)(弹)(性)(,建)(议)(关)(注)(集)(举)(国)(之)(力)(重)(点)(打)(造)(的)(三)(大)(经)(济)(带)(核)(心)(城)(市)(的)(主)(题)(性)(投)(资)(机)(会)(:京)(津)(冀)(下)(的)(雄)(安)(、粤)(港)(澳)(大)(湾)(区)(下)(的)(海)(南)(及)(长)(三)(角)(经)(济)(带)(下)(的)(上)(海)(。
(三)()高)(质)(量)(发)(展)(:首)(次)(明)(确)(的)(5G、工)(业)(互)(联)(网)(等)(逆)(周)(期)(成)(长)(有)(望)(估)(值)(提)(升)(
“房)(住)(不)(炒)(”下)(对)(于)(“强)(刺)(激)(”的)(搁)(置)(,三)(大)(攻)(坚)(战)(与)(供)(给)(侧)(改)(革)(下)(温)(和)(去)(杠)(杆)(的)(继)(续)(定)(调)(,均)(表)(明)(了)(在)(外)(围)(压)(力)(缓)(和)(下)(,政)(策)(保)(持)(定)(力)(的)(决)(心)(,即)(政)(治)(局)(会)(议)(上)(指)(出)(的)(“坚)(定)(不)(移)(办)(好)(自)(己)(的)(事)(,保)(持)(战)(略)(定)(力)(”。而)(这)(又)(剑)(指)(“推)(动)(制)(造)(业)(高)(质)(量)(”发)(展)(这)(一)(本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(中)(的)(中)(心)(要)(务)(。与)(16、17年)(中)(央)(经)(济)(工)(作)(会)(议)(对)(高)(质)(量)(发)(展)(侧)(重)(传)(统)(行)(业)(供)(给)(侧)(改)(革)(相)(比)(,在)(美)(国)(等)(西)(方)(国)(家)(对)(华)(技)(术)(封)(锁)(与)(打)(击)(日)(趋)(激)(烈)(的)(背)(景)(下)(,本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(旗)(帜)(鲜)(明)(的)(将)(高)(质)(量)(发)(展)(落)(脚)(为)(关)(键)(高)(技)(术)(成)(长)(性)(行)(业)(,首)(次)(进)(行)(了)(行)(业)(细)(化)(和)(聚)(焦)(——“加)(大)(制)(造)(业)(技)(术)(改)(造)(和)(设)(备)(更)(新)(,加)(快)(5G商)(用)(步)(伐)(,加)(强)(人)(工)(智)(能)(、工)(业)(互)(联)(网)(、物)(联)(网)(等)(新)(型)(基)(础)(设)(施)(建)(设)(”。
考)(虑)(到)(上)(文)(所)(描)(述)(的)(,风)(险)(偏)(好)(回)(升)(和)(“增)(量)(资)(金)(入)(市)(”将)(成)(为)(驱)(动)(19年)(A股)(估)(值)(修)(复)(的)(主)(线)(之)(下)(,逆)(周)(期)(成)(长)(板)(块)(估)(值)(中)(枢)(或)(将)(大)(概)(率)(上)(移)(。5G商)(用)(化)(进)(程)(的)(加)(速)(或)(将)(使)(得)(中)(下)(游)(新)(应)(用)(场)(景)(与)(设)(备)(的)(前)(景)(逐)(步)(明)(晰)(。建)(议)(重)(点)(布)(局)(对)(5G时)(代)(,“toB端)(”的)(工)(业)(互)(联)(网)(“新)(玩)(法)(”趋)(势)(的)(前)(瞻)(性)(研)(究)(。
(四)()国)(企)(改)(革)(:关)(注)(优)(先)(落)(地)(的)(行)(业)(机)(会)(
本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(,国)(企)(改)(革)(再)(度)(成)(为)(具)(有)(“四)(梁)(八)(柱)(性)(质)(”的)(国)(内)(改)(革)(重)(点)(。与)(去)(年)(中)(央)(经)(济)(工)(作)(会)(议)(对)(公)(司)(法)(人)(治)(理)(结)(构)(的)(侧)(重)(相)(比)(,本)(次)(中)(央)(经)(济)(工)(作)(会)(议)(新)(表)(述)(有)(二)(:第)(一)(,强)(调)(“以)(增)(强)(微)(观)(主)(体)(活)(力)(为)(重)(点)(”,
这)(意)(味)(着)(后)(续)(围)(绕)(国)(企)(改)(革)(“双)(百)(试)(点)(”企)(业)(的)(股)(权)(激)(励)(、员)(工)(持)(股)(等)(激)(励)(机)(制)(重)(塑)(或)(将)(加)(速)(落)(地)(;第)(二)(,强)(调)(“公)(平)(竞)(争)(”原)(则)(与)(对)(民)(营)(企)(业)(的)(保)(护)(,这)(或)(许)(意)(味)(着)(民)(企)(发)(挥)(更)(大)(作)(用)(的)(“混)(改)(”或)(将)(得)(到)(推)(动)(。建)(议)(关)(注)(“双)(百)(试)(点)(”中)(或)(优)(先)(落)(地)(的)(重)(点)(行)(业)(,如)(:军)(工)(、铁)(路)(等)(。
(五)()两)(大)(主)(题)(“最)(强)(音)(”:下)(半)(年)(建)(国)(70周)(年)(-核)(心)(军)(工)(、上)(半)(年)(一)(带)(一)(路)(高)(峰)(论)(坛)(-大)(基)(建)(
对)(于)(主)(题)(投)(资)(而)(言)(,年)(底)(的)(三)(大)(会)(议)(无)(疑)(点)(出)(了)(19年)(的)(两)(大)(最)(重)(要)(事)(件)(:
1)下)(半)(年)(:建)(国)(70周)(年)(。政)(治)(局)(会)(议)(、改)(革)(开)(放)(40周)(年)(纪)(念)(大)(会)(、中)(央)(经)(济)(工)(作)(会)(议)(均)(指)(出)(“2019年)(是)(新)(中)(国)(成)(立)(70周)(年)(,是)(决)(胜)(全)(面)(建)(成)(小)(康)(社)(会)(第)(一)(个)(百)(年)(奋)(斗)(目)(标)(的)(关)(键)(之)(年)(”。而)(参)(考)(历)(次)(“逢)(十)(周)(年)(”纪)(念)(经)(验)(,大)(阅)(兵)(或)(是)(当)(年)(的)(重)(头)(戏)(。围)(绕)(这)(一)(重)(头)(戏)(,核)(心)(军)(工)(板)(块)(有)(望)(迎)(来)(反)(复)(催)(化)(。同)(时)(,在)(国)(际)(局)(势)(不)(稳)(定)(程)(度)(加)(深)(,特)(朗)(普)(继)(续)(加)(大)(对)(美)(军)(投)(入)(的)(背)(景)(下)(,以)(及)(改)(革)(开)(放)(四)(十)(周)(年)(纪)(念)(大)(会)(上)(对)(于)(“建)(设)(同)(我)(国)(国)(际)(地)(位)(相)(称)(的)(强)(大)(军)(队)(”要)(求)(使)(得)(军)(费)(投)(入)(有)(望)(维)(持)(今)(年)(的)(增)(长)(态)(势)(。此)(外)(,核)(心)(军)(工)(基)(本)(面)((现)(金)(流)(、订)(单)(、利)(润)()的)(持)(续)(超)(预)(期)(和)(军)(工)(科)(研)(院)(所)(改)(制)(、军)(品)(定)(价)(机)(制)(改)(革)(、资)(产)(注)(入)(、股)(权)(激)(励)(等)(改)(革)(的)(加)(速)(落)(地)(,都)(使)(得)(以)(主)(机)(厂)(为)(代)(表)(的)(核)(心)(军)(工)(有)(望)(在)(2019年)(继)(续)(迎)(来)(“强)(催)(化)(+超)(预)(期)(基)(本)(面)(”的)(“戴)(维)(斯)(双)(击)(”。
2)上)(半)(年)(:“一)(带)(一)(路)(”高)(峰)(论)(坛)(—大)(基)(建)(。伴)(随)(对)(外)(开)(放)(深)(化)(,一)(带)(一)(路)(在)(改)(革)(开)(放)(四)(十)(周)(年)(纪)(念)(大)(会)(和)(中)(央)(经)(济)(工)(作)(会)(议)(上)(均)(得)(到)(明)(确)(重)(视)(。其)(中)(,中)(央)(经)(济)(工)(作)(会)(议)(明)(确)(提)(出)(“要)(精)(心)(办)(好)(第)(二)(届)(‘一)(带)(一)(路)(’国)(际)(合)(作)(高)(峰)(论)(坛)(”,这)(表)(明)(或)(将)(于)(明)(年)(5月)(举)(行)(的)(第)(二)(届)(“一)(带)(一)(路)(”高)(峰)(论)(坛)(或)(将)(成)(为)(明)(年)(上)(半)(年)(最)(重)(要)(的)(事)(件)(。结)(合)(上)(文)(基)(建)(是)(“稳)(增)(长)(”最)(重)(要)(抓)(手)(的)(分)(析)(,我)(们)(认)(为)(,明)(年)(上)(半)(年)(,以)(“中)(字)(头)(”央)(企)(为)(代)(表)(的)(大)(基)(建)(板)(块)(或)(将)(迎)(来)(产)(业)(最)(坏)(时)(刻)(已)(过)((原)(材)(料)(涨)(价)(冲)(击)(高)(峰)(及)(融)(资)(压)(力)(高)(峰)(已)(过)()+政)(策)(主)(线)(加)(码)(+确)(定)(性)(事)(件)(催)(化)(,“三)(重)(推)(升)(”。
五)(、投)(资)(建)(议)(:至)(暗)(已)(过)(,黎)(明)(渐)(至)(,布)(局)(A股)(中)(期)(拐)(点)(渐)(近)(下)(的)(“新)(改)(革)(六)(朵)(金)(花)(”
综)(上)(,从)(短)(期)(看)(,本)(次)(年)(底)(三)(大)(会)(议)(低)(于)(此)(前)(市)(场)(“强)(刺)(激)(”预)(期)(,但)(考)(虑)(到)(上)(周)(市)(场)(下)(跌)(已)(有)(反)(映)(,且)(实)(际)(结)(果)(好)(于)(“传)(言)(”的)(“硬)(着)(陆)(”版)(本)(,故)(短)(期)(看)(,下)(周)(市)(场)(或)(将)(迎)(来)(企)(稳)(反)(弹)(与)(一)(定)(程)(度)(的)(预)(期)(修)(复)(。
但)(我)(们)(更)(需)(关)(注)(的)(是)(,站)(在)(中)(长)(期)(视)(角)(,尽)(管)(“温)(和)(去)(杠)(杆)(”的)(定)(调)(或)(使)(得)(经)(济)(探)(底)(过)(程)(超)(市)(场)(一)(致)(预)(期)(,但)(年)(底)(三)(大)(会)(议)(及)(月)(初)(中)(美)(元)(首)(会)(晤)(在)(表)(面)(上)(“润)(物)(无)(声)(”的)(同)(时)(,实)(质)(上)(,排)(除)(了)(若)(干)(今)(年)(以)(来)(制)(约)(市)(场)(风)(险)(偏)(好)(的)(最)(关)(键)(因)(素)(中)(长)(期)(恶)(化)(的)(“最)(坏)(情)(形)(”。叠)(加)(金)(融)(开)(放)(先)(行)(下)(,资)(本)(市)(场)(改)(革)(的)(重)(视)(程)(度)(空)(前)(提)(高)(,使)(得)(“增)(量)(资)(金)(入)(市)(”成)(为)(可)(能)(。在)(风)(险)(偏)(好)(和)(增)(量)(资)(金)(“双)(探)(底)(回)(升)(”驱)(动)(之)(下)(,A股)(中)(长)(期)(底)(部)(或)(已)(不)(远)(,即)(“至)(暗)(已)(过)(,黎)(明)(渐)(至)(”。
从)(板)(块)(上)(看)(,“稳)(增)(长)(先)(锋)(”及)(一)(带)(一)(路)(峰)(会)(催)(化)(下)(的)(大)(基)(建)(,基)(本)(面)(持)(续)(超)(预)(期)(及)(建)(国)(70周)(年)(催)(化)(下)(的)(核)(心)(军)(工)(,金)(融)(开)(放)(与)(创)(新)(主)(线)(下)(的)(大)(金)(融)(与)(创)(投)(,高)(质)(量)(发)(展)(下)(的)(逆)(周)(期)(成)(长)(——5G、工)(业)(互)(联)(网)(的)(优)(质)(潜)(在)(个)(股)(,以)(及)(市)(场)(估)(值)(见)(底)(下)(,具)(有)(EPS预)(期)(差)(的)(提)(前)(出)(清)(板)(块)(及)(个)(股)(,或)(将)(成)(为)(A股)(“黎)(明)(渐)(至)(”下)(,值)(得)(中)(长)(期)(重)(点)(布)(局)(和)(前)(瞻)(性)(研)(究)(的)(绝)(对)(收)(益)(品)(种)(。
六)(、三)(大)(会)(议)(详)(细)(历)(史)(对)(比)(表)(
)


相关文章

版权所有:南方新闻网 粤ICP备05070829 网站标识码4400000131
主办:南方新闻网 协办:广东省经济和信息化委员会 承办:南方新闻网
建议使用1024×768分辨率 IE7.0以上版本浏览器