- 中国的股票交易商正期待着本周末的全国人民代表大会，以寻找新的催化剂，使市场在经历了2月的煎熬后重振雄风。
- 人们对中国政府将公布今年5%以上的经济增长目标的期望正在上升。
- 刺激国内需求和促进投资，特别是通过新的基础设施支出，将是优先事项。
- 消费者信贷支持应该增加，支持消费需求的措施的潜在赢家包括白酒股、火锅连锁店海底捞，以及电动车和养老产业的公司。
- 政府可能会继续其房地产宽松措施，这将有利于规模较大、财务状况较好的私营企业和国有企业。
- 政府正在加紧努力，扩大以5G网络、数据中心、云计算和人工智能为重点的新基础设施，这将支持电信公司和其他数据公司。
- 基础设施支出可能会继续下去，因为大部分经济都是面向建筑业的，这将使基础设施股票受益。
- 投资者将关注中国绿色转型的任何财政支出，因为中国正在寻求实现其2060年的脱碳目标。
- 提高出生率的政策可能会对婴儿和孕产妇股票带来好处。
- 习近平表示，中国政府希望主要科技公司在今年的复苏中发挥主导作用。
- Equity traders in China are looking to this weekend’s National People’s Congress for fresh catalysts to revive the market after a torrid February.
- Expectations are rising that Beijing will unveil an economic growth target above 5% this year.
- Bolstering domestic demand and boosting investments, especially through new infrastructure spending, will be the priorities.
- Consumer credit support should be increased, and potential winners from steps to support consumer demand include liquor stocks, hotpot-chain Haidilao, and companies in the electric vehicle and elderly-care industries.
- The government will likely continue its property easing measures, which would benefit larger and financially healthier private firms and state-owned names.
- The government is ramping up its bid to expand new infrastructure focused on 5G networks, data centers, and cloud and artificial intelligence, which would bolster telecom firms and other data firms.
- Infrastructure spending is likely to continue because much of the economy is geared toward construction, benefiting infrastructure stocks.
- Investors will be on the lookout for any fiscal spending on China’s green transition as the nation seeks to meet its 2060 decarbonization target.
- Policies to boost birth rates may be a boon for baby and maternity stocks.
- Xi has signaled that Beijing wants major tech companies to play a leading role in the recovery this year.
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