计算机行业投资策略周报：税制土壤差异催生全球财税SAAS巨头INTUIT

财通证券股份有...07-29

中国财税改革启新篇，侧重优化央地财政关系：2024 年7 月21 日，新华社受权发布《中共中央关于进一步全面深化改革推进中国式现代化的决定》，其中“深化财税体制改革”内容共计798 个字，在60 条改革表述中排名靠前。改革具体举措中“央地财政关系”部分字数占比达56%，显著提高。我们认为预算制度改革或侧重全面统一、“大钱大方、小钱小气”；税收制度改革或更侧重公平，不同业态要公平、不同地区要公平、...

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计算机行业投资策略周报：税制土壤差异 催生全球财税SAAS巨头INTUIT

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计算机行业投资策略周报：税制土壤差异催生全球财税SAAS巨头INTUIT