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《大行報告》瑞信:劉鶴稱支持平台經濟健康發展 對互聯網行業釋出正面信號
就中國國務院副總理劉鶴出席全國政協在京召開「推動數字經濟持續健康發展」專題協商會會議並講話,支持平台經濟、民營經濟持續健康發展,研究支持平台經濟規範健康發展具體措施。要處理好政府和市場關係,支持數字企業在國內外資本市場上市。瑞信發表報告表示,上述中國高層言論體現了政府推動包括互聯網在內的數字產業健康高質量發展的決心,對經濟增長起到拉動作用,對中國互聯網行業釋出屬正面信號。 該行認為,這與最近對當局互聯網行業已不再如以前般嚴格的監管立場一致,並認為當局任何潛在積極政策出台都可能引發重新行業估值。 瑞信亦指值得注意的是,上述專題協商會會議涵蓋了更廣泛的數字或技術相關主題,如工業互聯網、中小企業數字化以及平台經濟。總體而言,儘管現階段缺乏具體措施,但認為當局的立場發出了積極信號。(wl/s) ~
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