You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》中金:內地設今年經濟增速目標5% 政策目標及力度客觀穩健
中金發表報告指,今年中國政府工作報告總體穩健客觀,5%左右的經濟增速目標設定並未高於預期,通過合理適度的政策力度可以順利達到經濟增長目標。 貨幣政策方面,穩健的貨幣政策要精準有力。保持廣義貨幣供應量和社會融資規模增速同名義經濟增速基本匹配。該基調與央行此前披露的貨幣政策執行報告中的內容也基本一致。預計貨幣政策仍將保持狹義和廣義流動性合理充裕,繼續引導企業融資成本下行,廣譜利率的整體方向仍是穩中略降。財政政策方面,赤字率從2.8%上調到3%,專項地方債額度3.65萬億上調到3.8萬億,均屬於溫和上調。中金預計,今年政府類債券淨增量小幅抬升幾千億,力度溫和,供給壓力不大,不會對二級市場利率造成明顯影響。 中金指,整體而言今年政策目標和政策力度都比較客觀穩健,沒有超過市場預期,不會造成經濟過熱和通脹過高,利率抬升的風險也不大。反而是政策刺激邏輯下,信貸利率繼續走低以及整體流動性合理充裕,對於債券利率而言,會起到向下的引導作用。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account