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[List of domestic securities institutions' evaluations of the Ministry of Finance's press conference] 1. CITIC Securities: Boosting market expectations, bonds will be the focus of this round of fiscal policy. <...

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2024-10-12 15:09:27
< b > [A list of domestic securities institutions' evaluations of the Ministry of Finance's press conference] < br > < span class = "section-news" > 1. CITIC Securities: To boost market expectations, bonds will be the focus of this round of fiscal policy. < br > < span class = "section-news" > 2. Great Wall Securities: In the next two or three years, localized bonds will still be the focus, and the sustainability of this round of market is still worth looking forward to. < br > < span class = "section-news" > 3. Oriental Jincheng: Judging that the scale of fiscal policy increment in this package of incremental policies will not be less than 4 trillion, exceeding market expectations. < br > < span class = "section-news" > 4. Guotai Junan: Today's press conference will help reduce market uncertainty about fiscal policy and boost confidence. There is still room for policy deployment. < br > < span class = "section-news" > 5. Guangdong Kaikai Securities: Increasing the debt limit to replace the local government's stock of hidden debt is of great significance to the fiscal economy and is conducive to the implementation of tax cuts and fee reductions. < br > < span class = "section-news" > 6. Haitong Securities: The prelude to the fiscal cycle has begun. According to the needs of stable economic growth, it is currently believed that fiscal policy has room and intends to continue to make efforts next year. < br > < span class = "section-news" > 7. Minsheng Securities: It is full of dry goods in the "incremental" content of the market focus. The "scale" suspense of this round of incremental policies is expected to land in the next two weeks. < br > < span class = "section-news" > 8. Tianfeng Securities: This press conference is top-level policy support. According to the same proportion, the fiscal gap this year is about 3 trillion. It is expected that about 2 trillion yuan of government bonds may need to be issued this year.