《大行報告》中金:中央政治局推平台經濟「綠燈」投資案例 助平台長期健康發展
中金發表報告指,中共中央政治局召開會議,分析研究當前經濟形勢,部署下半年經濟工作。該行認為,本次會議實事求,為科學對待第二季疫情反彈前設定的增速目標,積極和針對性應對現階段經濟中的問題。
報告指,平台經濟的監管將常態化,同時推出一批「綠燈」投資案例,將有助於平台經濟的長期健康發展,激發數字經濟潛力和國際競爭力。
中金展望,下半年財政政策將繼續支持消費和投資復甦,有財力的地方政府或通過發放消費券或補貼等方式刺激家電等大件消費、綠色消費,而隨著專項債在6月基本發行完畢,第三季有望集中撥付使用以支持基建發力。
該行亦預計,下半年內地樓市有望緩慢修復,具體節奏視相關舉措落地情況而定,經濟或將繼續復甦,CPI通脹有上行空間。
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