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市场向下空间已然不大中金公司短期市场对经济陷入类“滞涨”的担忧,但目前下游需求仍然良好,库存水平不好,市场预期在6、7月份存在改善的可能。但中长期来看,经济结构性问题仍在。大型国企作为政策受益者缺乏改变目前状况的动力,中小企业只能通过负利率与加大直接融资等出让居民部门利益的渠道来解决,这将导致股市对投资者的吸引力持续下
The downside in the market is not much. The short-term market for the company is worried about the economy falling into the category of “stagflation.” However, the downstream demand is still good and the inventory level is not good. The market is expected to have the possibility of improvement in June and July. However, in the medium and long term, the economic structural problems are still there. Large state-owned enterprises lack the motivation to change the current situation as the beneficiaries of policies. SMEs can only be solved through the channels of transferring the interest of resident departments such as negative interest rates and increasing direct financing, which will lead to the continuous attraction of the stock market to investors