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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n摩根士丹利基金：财政部表态极为积极，A股估值修复行情值得期待\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 07:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1193133.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利基金发文称，当前影响A股市场的因素依然以国内为主，海外因素影响暂时弱化；同时长期因素影响要大于短期因素。周六财政部新闻发布会明确了财政将加大逆周期调节力度，包括增发4000亿地方债、一次性增加较大规模债务限额置换地方政府存量隐性债务、使用专项债进行地产收储、加大学生补助、发行特别国债补充银行核心一级资本，同时明确中央财政还有较大的举债空间和赤字提升空间。可以说，财政部的表态极为积极，后续...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1193133.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebf2a12a556120fe0b18437ec8ab41e4","relate_stocks":{"159982":"中证500","399300":"沪深300","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4588":"碎股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0971096721.USD":"富达环球金融服务 A","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4581":"高盛持仓","MS":"摩根士丹利","BK4504":"桥水持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4127":"投资银行业与经纪业","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1193133.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2475794678","content_text":"摩根士丹利基金发文称，当前影响A股市场的因素依然以国内为主，海外因素影响暂时弱化；同时长期因素影响要大于短期因素。周六财政部新闻发布会明确了财政将加大逆周期调节力度，包括增发4000亿地方债、一次性增加较大规模债务限额置换地方政府存量隐性债务、使用专项债进行地产收储、加大学生补助、发行特别国债补充银行核心一级资本，同时明确中央财政还有较大的举债空间和赤字提升空间。可以说，财政部的表态极为积极，后续财政政策将陆续落地，有望持续对投资者信心带来提振，A股的估值修复行情依然值得期待。国内方面，短期因素为近期即将披露的9月份经济数据、3季度GDP，长期因素为稳增长措施带来的未来经济预期。财政发力是投资者最为关注的宏观政策，海外方面，近期美国通胀、就业数据等已经不会从方向上对市场带来显著影响，因为美联储降息周期已然开启，在出现显著的二次通胀压力而阻碍美联储做出持续降息决策之前，或可以假定美联储的政策对风险资产而言是偏积极的。摩根士丹利基金指出，总体来看，近期市场整体呈现冲高回落的态势，周初市场情绪达到亢奋的状态，成交额创出历史天量，市场下半周的回落为正常的技术性回调。期间有一些事件，如发改委新闻发布会表态积极等被认为仅阐述存量政策、增量低于预期，银行重申严禁信贷资金违规进入股市等，这些事件对市场而言是表象，其可能仅会对市场震荡的幅度带来一定影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/359951799210024"}