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【华创策略】AI视角下的政府工作报告投资要点(附下载)

  • 2026-04-17 00:51:40
【华创策略】AI视角下的政府工作报告投资要点(附下载)

01

文章摘要

本次政府工作报告延续此前“双宽”的货币、财政政策总基调，为股市持续走牛营造了宽松良好的宏观政策环境。其中2026年经济增长目标设定为4.5％—5％更加务实；财政政策“更加积极”并提升赤字规模：赤字率４％，赤字规模5.9万亿元、比上年加2300亿元；货币政策“适度宽松”为降准降息提供空间以形成流动性宽松。

02

文章内容

受篇幅限制，仅为部分报告预览
回复暗号：【华创策略】AI视角下的政府工作报告投资要点-260305-华创证券-16页
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  1. CONNECT:[ UseTime:0.000586s ] mysql:host=127.0.0.1;port=3306;dbname=b_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000659s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000294s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000267s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000457s ]
  6. SELECT * FROM `set` [ RunTime:0.000197s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000581s ]
  8. SELECT * FROM `article` WHERE `id` = 480556 LIMIT 1 [ RunTime:0.000583s ]
  9. UPDATE `article` SET `lasttime` = 1776463600 WHERE `id` = 480556 [ RunTime:0.009320s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.005917s ]
  11. SELECT * FROM `article` WHERE `id` < 480556 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000484s ]
  12. SELECT * FROM `article` WHERE `id` > 480556 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002283s ]
  13. SELECT * FROM `article` WHERE `id` < 480556 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.003557s ]
  14. SELECT * FROM `article` WHERE `id` < 480556 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.003818s ]
  15. SELECT * FROM `article` WHERE `id` < 480556 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001859s ]
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