财政表态整体超预期，行情特征或有变，以下方向值得关注

每日经济新闻10-14

10月14日早盘，港股央企红利类资产开盘大涨。港股央企红利ETF盘中一度涨超4%。2天前的10月12日，财政部会议带来了4项财政增量政策工具：归纳起来是政府大幅举债以置换隐性债务支持地方化解债务风险；发债补充国有大行资本以提升银行信贷能力；借专项债、税收政策来稳房地产；加大重点群体保障力度以提振消费。在中信证券看来，财政政策是当前市场关注的焦点，财政部的政策表态整体超预期，政策思路的转变比力度的...

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