【券商聚焦】中国银河指民企座谈会是新一轮科技革命里程碑

金吾财讯
18 Feb

金吾财讯 | 中国银河发研报指,国家主席昨日出席民营企业座谈会并发表重要讲话,这次座谈会是新一轮科技革命和民促法即将颁布背景下的一次里程碑事件,该行对中央政策连贯性和一致性抱有信心。上一次同等规格的民营企业座谈会要追溯到2018年11月,回应了当时“民企完成历史任务”的论调,极大提振了市场信心,A股也迎来了时长三年的牛市。该行认为,本次座谈会对于民营企业高质量发展具有重要意义,有助于提振微观主体信心和市场风险偏好,打消国内政策不确定的疑虑,对于市场起到一锤定音的效果。

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