{"id":107941,"date":"2024-12-26T01:43:29","date_gmt":"2024-12-25T17:43:29","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=107941"},"modified":"2024-12-26T01:43:29","modified_gmt":"2024-12-25T17:43:29","slug":"%e6%8b%9b%e5%95%86%e7%ad%96%e7%95%a5%ef%bc%9a%e5%b1%95%e6%9c%9b2025%e5%b9%b4-%e5%bb%ba%e8%ae%ae%e5%85%b3%e6%b3%a8%e6%94%bf%e7%ad%96%e5%8d%81%e5%a4%a7%e9%a2%86%e5%9f%9f-_-%e4%b8%9c%e6%96%b9%e8%b4%a2","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=107941","title":{"rendered":"\u62db\u5546\u7b56\u7565\uff1a\u5c55\u671b2025\u5e74 \u5efa\u8bae\u5173\u6ce8\u653f\u7b56\u5341\u5927\u9886\u57df _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

\"news
证券 时报e公司讯，招商策略研报认为，A股在未来两年出现大级别上行的概率较大。展望2025年，建议关注政策十大领域。一是财政有望更加积极，建议关注三大发力方向；二是货币政策将适度宽松，但需关注外部两大事件对降准降息节奏的影响；三是消费领域，以旧换新政策有望进一步扩大规模及支持范围，整个消费板块都值得关注；四是投资领域，建议重点关注设备更新（尤其是央企设备更新）与“两重”持续发力；五是 低空经济 ，建议关注应用场景落地；六是车路云，建议重点关注应用场景落地；七是综合整治内卷式竞争，新一轮供给侧改革有望开启。八是 数据要素 ，建议重点关注公共数据应用落地；九是自主可控，建议关注 信创 、国产算力、光刻机等；十是资本市场，建议重点关注央国企并购重组。 （文章来源： 证券 时报网）
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