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Motheroftige
2023-03-07
cx
@中国基金报:重磅!匯添富、博時、國泰、長城、創金合信、大成、西部利得、鵬揚火熱解讀
Motheroftige
2022-12-13
$拼多多(PDD)$
Motheroftige
2022-12-10
$拼多多(PDD)$
Motheroftige
2022-12-08
$拼多多(PDD)$
Motheroftige
2022-12-07
$拼多多(PDD)$
Motheroftige
2022-12-06
$拼多多(PDD)$
Motheroftige
2022-12-05
$拼多多(PDD)$
Motheroftige
2022-12-04
$拼多多(PDD)$
Motheroftige
2022-12-02
$拼多多(PDD)$
Motheroftige
2022-12-01
$拼多多(PDD)$
Motheroftige
2022-11-30
$拼多多(PDD)$
Motheroftige
2022-11-27
$拼多多(PDD)$
Motheroftige
2022-11-25
$拼多多(PDD)$
Motheroftige
2022-11-24
$拼多多(PDD)$
Motheroftige
2022-11-23
$拼多多(PDD)$
Motheroftige
2022-11-22
$拼多多(PDD)$
Motheroftige
2022-11-15
$拼多多(PDD)$
Motheroftige
2022-11-14
$拼多多(PDD)$
Motheroftige
2022-11-13
$拼多多(PDD)$
Motheroftige
2022-11-12
$拼多多(PDD)$
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方麗3月5日,李克強總理代表國務院做政府工作報告,報告充分肯定了過去一年的經濟發展,對於今年的工作,政府工作報告從擴大內需、加快現代化產業體系建設、深化國企改革、吸引外資、防範金融風險、穩定糧食安全、推動綠色化轉型、保障民生等多個方面予以佈局。每年兩會對當年的經濟發展重點和市場投資主線均有重要的指導意義。而此次政府工作報告發布之後,中國基金報記者第一時間採訪了來自匯添富、博時、長城、創金合信、大成、國泰、鵬揚基金、西部利得等多家基金公司投研人員進行解讀。不少專業人士認爲,兩會提出5%左右的GDP增長目標,既有利於提振各市場主體的信心,也體現了我們追求高質量發展的思路。同時,政府工作報告中提出國企改革、擴大內需、支持創新,給資本市場帶來投資機遇,相對看好數字經濟、大科技、大基建等領域。5%左右的GDP目標符合預期是高質量發展的合理舉措此次,政府工作報告將GDP增長目標定爲5%左右,引起廣泛關注。“政府工作報告明確提出5%的GDP增長目標,這一目標我認爲是符合市場預期的。”長城久恆基金經理儲雯玉表示,首先,去年在疫情影響下消費疲軟,今年社會消費品零售總額預計可以實現7%以上的增長。其次,投資增速預計呈現前低後高的增長格局,其中房地產投資預計持平,將好於去年雙位數下降的水平,製造業、固定資產和基建投資有望達到6%以上的增長水平;進出口受到海外經濟和幣值的影響有不確定性,同比預計持平或略有下降。創金合信基金首席經濟學家魏鳳春也表示,5%的經濟增長目標體現了政府實事求是的工作態度。政府清醒認識到當前經濟依然面臨需求收縮、供給衝擊、預期轉弱的三重壓力,更加務實,明確發展是當前的第一要務,但又必須將其納入未來較長期現代化建設的統一框架和黨的二十大描述的路徑上來。過高的目標會透支未來,過低的目標影響市場信心,5%左右的GDP增長目標,較好地平衡了長期的制度建設和短","listText":"中國基金報記者 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