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《大行報告》瑞銀:兩會定下目標基本符合預期 將利好製造業、互聯網和消費相關行業
阿思達克 03-10 15:59
瑞銀表示,全國人大會議中,政府工作報告設定的目標基本符合預期,其中GDP增長目標約為5%左右,繼續實施積極的財政政策和穩健的貨幣政策,對企業的政策基調偏正面。會議似乎更強調擴大內需,提升企業信心,加強重點行業實力。2023年工作目標的篇幅明顯比往年更短,似乎傳達了對消費、製造業和互聯網等多個行業的相對支持態度,儘管股市可能希望新一屆領導層能出臺進一步實施細則。 瑞銀中國股票策略研究主管王宗豪表示,全國人大會議提出的主要目標看起來利好製造業、互聯網和消費相關行業,而小幅利空銀行業,後者可能需要降低利潤率,進一步支援房地產行業。電信、自動化和軟體行業也有望受益於對數字經濟的重視度提升以及供應鏈轉型。對於醫療保健和房地產行業的態度似乎有所緩和,但需等待新一屆領導層出臺的具體實施方案,來判斷這些行業的走向。
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