论文部分内容阅读
近期针对经济转型的政策继续密集出台,大盘也开始上演“二八”分化,市场上针对市场风格转化的预期逐渐升高。业内人士认为,经济转型已进入关键期,受益于经济转型的相关产业将成为基金等机构关注的焦点。银华基金认为,上半年政策调整基本到位后,下半年进一步收紧可能性很小,更可能是“稳健货币+积极财政”的政策组合。未来政策重心转向调结构,以十二五规划为中心,重点是收入分配体制改革、节能减排、
Recently, the policies on economic restructuring continue to be introduced intensively, and the broader market has also begun to stage “28” differentiation. Market expectations for market-style transformation are gradually rising. The industry believes that economic restructuring has entered a critical period, benefiting from the economic restructuring of related industries will become the focus of funds and other agencies. Yinhua Fund believes that the basic policy in the first half after the adjustment in place in the second half to further tighten the possibility is very small, more likely to be “stable currency + positive fiscal ” policy mix. In the future, the focus of policy will be shifted to adjusting the structure, focusing on the 12th Five-Year Plan, focusing on the reform of the income distribution system, energy conservation and emission reduction,