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Motheroftige
2023-03-07
cx
@中国基金报:重磅!汇添富、博时、国泰、长城、创金合信、大成、西部利得、鹏扬火热解读
Motheroftige
2022-12-13
$拼多多(PDD)$
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2022-12-10
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2022-12-08
$拼多多(PDD)$
Motheroftige
2022-12-07
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Motheroftige
2022-12-06
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Motheroftige
2022-12-05
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Motheroftige
2022-12-04
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2022-12-02
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2022-12-01
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2022-11-30
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2022-11-27
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2022-11-25
$拼多多(PDD)$
Motheroftige
2022-11-24
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2022-11-23
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2022-11-22
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2022-11-15
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2022-11-14
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2022-11-13
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2022-11-12
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方丽3月5日,李克强总理代表国务院做政府工作报告,报告充分肯定了过去一年的经济发展,对于今年的工作,政府工作报告从扩大内需、加快现代化产业体系建设、深化国企改革、吸引外资、防范金融风险、稳定粮食安全、推动绿色化转型、保障民生等多个方面予以布局。每年两会对当年的经济发展重点和市场投资主线均有重要的指导意义。而此次政府工作报告发布之后,中国基金报记者第一时间采访了来自汇添富、博时、长城、创金合信、大成、国泰、鹏扬基金、西部利得等多家基金公司投研人员进行解读。不少专业人士认为,两会提出5%左右的GDP增长目标,既有利于提振各市场主体的信心,也体现了我们追求高质量发展的思路。同时,政府工作报告中提出国企改革、扩大内需、支持创新,给资本市场带来投资机遇,相对看好数字经济、大科技、大基建等领域。5%左右的GDP目标符合预期是高质量发展的合理举措此次,政府工作报告将GDP增长目标定为5%左右,引起广泛关注。“政府工作报告明确提出5%的GDP增长目标,这一目标我认为是符合市场预期的。”长城久恒基金经理储雯玉表示,首先,去年在疫情影响下消费疲软,今年社会消费品零售总额预计可以实现7%以上的增长。其次,投资增速预计呈现前低后高的增长格局,其中房地产投资预计持平,将好于去年双位数下降的水平,制造业、固定资产和基建投资有望达到6%以上的增长水平;进出口受到海外经济和币值的影响有不确定性,同比预计持平或略有下降。创金合信基金首席经济学家魏凤春也表示,5%的经济增长目标体现了政府实事求是的工作态度。政府清醒认识到当前经济依然面临需求收缩、供给冲击、预期转弱的三重压力,更加务实,明确发展是当前的第一要务,但又必须将其纳入未来较长期现代化建设的统一框架和党的二十大描述的路径上来。过高的目标会透支未来,过低的目标影响市场信心,5%左右的GDP增长目标,较好地平衡了长期的制度建设和短","images":[{"img":"https://static.tigerbbs.com/54c4f132c47f4ea8993072c7d97e8a2c","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627386363","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":629752203,"gmtCreate":1670886172002,"gmtModify":1670886172667,"author":{"id":"4111910536642960","authorId":"4111910536642960","name":"Motheroftige","avatar":"https://static.tigerbbs.com/97359510939efdbfe6f01e8a5dde2f75","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4111910536642960","authorIdStr":"4111910536642960"},"themes":[],"htmlText":"<a 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