华泰证券：政治局会议有关地产政策和财政政策相关的表述最为超预期

YiCai
2023.07.24 23:39
【华泰证券：政治局会议有关地产政策和财政政策相关的表述最为超预期】华泰证券表示，7 月政治局会议对形势判断较为客观，指出当前经济运行面临新的困难挑战，主要是国内需求不足。会议提出加大宏观调控力度。在消费、投资、货币、财政、地产及产业相关政策方面都有所部署，从逆周期调节的角度考量，7 月政治局会议有关地产政策 (优化房地产政策) 和财政政策 (延续减税降费，加快地方债发行、以及一揽子化债) 相关的表述最为超预期
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