[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-JP2025060617395406520":3,"related-JP2025060617395406520":29},{"pageSize":4,"id":5,"productLine":6,"status":7,"articleCode":8,"articleType":9,"showStyle":7,"mediaType":10,"articleTitle":11,"coverImage":12,"listImage":13,"introduction":14,"description":15,"nonVipDescription":16,"postTime":17,"viewTime":17,"sortNumber":18,"isFree":19,"isShowList":7,"isRecommend":19,"linkType":7,"isOriginal":6,"hasMiniUrl":19,"hasAdvertising":19,"createBy":20,"updateBy":20,"createTime":21,"visitCount":19,"isLiked":19,"realSearch":22,"isRead":19,"productId":23,"isCollected":19,"collectCount":19,"vipExclusive":19,"allowComment":7,"style":24,"likeCount":19,"seoKeywords":16,"articleModuleVoList":25,"extendContentList":26,"noteCount":19,"categoryList":27,"dailyKeywordList":28},10,7301,"1",1,"JP2025060617395406520","1041018",3,"这个挺重要的会，如何影响你的房子和投资？","https:\u002F\u002Fimage.jane7.com\u002F3375725c-d389-414b-8026-187a459f2892.png","https:\u002F\u002Fjane7-prod.oss-cn-hangzhou.aliyuncs.com\u002Fmanager\u002Farticle_default_img.png","聊聊政治局会议","\u003Cdiv>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">大家好~\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">昨天，召开了一场政治局会议，让大晚上的中国资产「沸腾」了。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">不过，今天A股、港股的「高开低走」，市场又重归冷静。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">这样也好，对咱们来说，可以更从容地买入、卖出，调整投资计划。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">说回会议，这次的内容面面俱到，房子、股票、利率都提到了。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">今天，想从长期视角，来跟大家聊聊，咱们钱袋子接下来会有啥影响~\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);line-height: 2em;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F282f6009-8633-4a3b-b9da-48d3dccd42e0.jpg\">\n \u003C\u002Fsection>\n \u003Ch1 style=\"margin-right: 16px;margin-bottom: 16px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;line-height: 2em;\">\u003Cstrong>\u003Cspan style=\"font-family: Optima-Regular, PingFangTC-light;letter-spacing: 1px;caret-color: rgb(51, 51, 51);color: rgb(214, 168, 65);\">01\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fh1>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">政治局会议差不多每个月一次，但是每年以经济为主题的只有四次\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">（一般在4\u002F7\u002F10\u002F12月，今年10月份的会议提前到9月底）\u003C\u002Fspan>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">马上要开的中央工作经济会议、明年的两会，都会以政治局会议的内容为基础，所以挺重要的。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">明年的宏观定调是\u003Cstrong>「更加积极有为\u003Cspan style=\"color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);\">」\u003C\u002Fspan>\u003C\u002Fstrong>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">先来说说大家最关心的\u003Cstrong>资本市场\u003C\u002Fstrong>——\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">会议直接提到：\u003Cspan style=\"background-color: rgba(254, 212, 164, 0.8);\">\u003Cstrong>稳住楼市股市\u003C\u002Fstrong>\u003C\u002Fspan>，算是给资产价格划了道「政策底」了。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">为啥这次楼市、股市能「上桌吃饭」，摆在重要位置呢？\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">这得提到经济学中的\u003Cspan style=\"color: rgb(222, 120, 2);\">\u003Cstrong>「\u003C\u002Fstrong>\u003Cstrong>财富效应\u003C\u002Fstrong>\u003Cstrong>」\u003C\u002Fstrong>\u003C\u002Fspan>——\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cstrong>资产价格越涨，持有人就会觉得自己越富有，花钱也不心疼了。\u003C\u002Fstrong>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">而经济运转中，一个人的消费，是另一个人的收入。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">商家赚钱多了，会扩大业务规模，比如多招人、给员工涨工资，员工消费能力强了，经济会越来越好。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">另外，资产增值后，抵押获得的钱也更多了，居民消费能力得到实打实的增加。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">反之，如果资产价格下跌，大家对未来预期谨慎，不敢花钱，整个社会也将失去活力。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">资产价格的重要性，可见一斑。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">从历史来看，\u003Cstrong>各大类资产短期多少有些起伏，但长期走势，往往是向上的。\u003C\u002Fstrong>\u003C\u002Fp>\n \u003Cp style=\"margin: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F4cc4083d-d34e-402f-8352-08799487c863.jpg\">\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">当赚钱效应起来了，场外资金源源不断进入，经济就可以形成良性循环。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">在咱们的\u003Cstrong>家庭资产\u003C\u002Fstrong>里，房产是当之无愧的大头，占比高达7成。\u003C\u002Fp>\n \u003Cp style=\"margin: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F4e2ae18d-f321-4f05-bdcd-1a7752fd989a.jpg\">\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">这些年房价下跌，一二线房价基本跌回了2016年，三线房价跌回2011年，有不少买房人被「套牢」了，有钱了就拿去还贷，消费实在是有心无力。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">从9月份开始，房产的定调就转为\u003Cstrong>「止跌回稳」。\u003C\u002Fstrong>不少地方下场，从居民手上买存量房，用作保障房。\u003C\u002Fp>\n \u003Cp style=\"margin: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F217d7700-03a3-47cd-82a8-7c742c23957b.jpg\">\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">有信心才是关键，来打破「价格下跌→恐慌性卖出→市场抛压增加→价格再下跌」的恶性循环。\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);line-height: 2em;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002Fa6864d54-e623-4442-bdc0-a58b481437c0.jpg\">\n \u003C\u002Fsection>\n \u003Ch1 style=\"margin-right: 16px;margin-bottom: 16px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;line-height: 2em;\">\u003Cstrong>\u003Cspan style=\"font-family: Optima-Regular, PingFangTC-light;letter-spacing: 1px;caret-color: rgb(51, 51, 51);color: rgb(214, 168, 65);\">02\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fh1>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">再来说说\u003Cspan style=\"background-color: rgba(254, 212, 164, 0.8);\">\u003Cstrong>股市\u003C\u002Fstrong>\u003C\u002Fspan>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">目前，股票在咱们家庭理财的占比不高，不到10%。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">它对\u003Cstrong>企业\u003C\u002Fstrong>来说，更加重要——\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">从成立之初，股市就有个重要的功能：\u003Cstrong>帮企业融资\u003C\u002Fstrong>，企业拿到钱了，再去拓展业务，招聘员工。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">但要是股市遇冷，跌跌不休，企业的股票就没人买，也就募集不到资金了。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">另外，股市还可以\u003Cstrong>「化债」\u003C\u002Fstrong>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">拿可转债来说，持有债券的人每年都可以拿到利息，这是企业的成本；\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">一旦股价涨一涨，达到强赎*标准，让债民成为股民，企业当初借的钱，就不用还了。\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 1.5em;\">\n  \u003Cspan style=\"font-size: 14px;color: rgb(143, 149, 158);\">*强赎：股价满足一定要求后，公司可以强制赎回债券，投资者此时可以卖债、或者转股。\u003C\u002Fspan>\n \u003C\u002Fsection>\n \u003Csection style=\"margin: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;text-align: center;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002Fb629c581-481e-4d06-907b-9a88d6ff0c27.jpg\">\n \u003C\u002Fsection>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">近来股市行情不错，不少公司趁机「债转股」，成功解决债务问题，轻装上阵。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">要完成上面的2个小目标，同样需要\u003Cstrong>股市是有\u003C\u002Fstrong>\u003Cstrong>赚钱效应\u003C\u002Fstrong>\u003Cstrong>的\u003C\u002Fstrong>，能吸引资金入场。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">值得一提的是，今年在监管的推动下，\u003Cstrong>上市公司分红、回购变多了\u003C\u002Fstrong>，给股民回报的意识也在增强。\u003C\u002Fp>\n \u003Cp style=\"margin: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F06e2b867-4611-4391-972f-b684bda919e9.jpg\">\u003C\u002Fp>\n \u003Csection style=\"margin: 0px 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\n  分红大手笔的公司，主要集中在\n  \u003Cstrong>银行、高速公路、公共事业领域\u003C\u002Fstrong>。\n \u003C\u002Fsection>\n \u003Csection style=\"margin: 0px 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\n  \u003Cbr>\n \u003C\u002Fsection>\n \u003Csection style=\"margin: 0px 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\n  它们经营比较稳定、盈利相对确定，也吸引了保险资金，这样的「耐心资本」大举买入。\n \u003C\u002Fsection>\n \u003Cp style=\"margin: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;text-align: center;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002Fd9783703-d8c5-43ee-83a2-8828c7ea2d85.jpg\">\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">*举牌：在二级市场买入某公司≥5%的股权\u003C\u002Fspan>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">咱们投资，也可以参考长期资金的选股思路：\u003Ca data-linktype=\"2\" href=\"https:\u002F\u002Fmp.weixin.qq.com\u002Fs?__biz=MjM5MzA3MjI2NQ==&mid=2650672576&idx=1&sn=50942a3c44053d2a6c20af83ba780594&token=1271118495&lang=zh_CN&scene=21#wechat_redirect\" style=\"color:#409eff\">\u003Cspan style=\"color: rgb(0, 82, 255);\">像房租一样的现金流，越多越好\u003C\u002Fspan>\u003C\u002Fa>\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);line-height: 2em;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F832db494-d69e-43ec-b551-666155d8e642.jpg\">\n \u003C\u002Fsection>\n \u003Ch1 style=\"margin-right: 16px;margin-bottom: 16px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;line-height: 2em;\">\u003Cstrong>\u003Cspan style=\"font-family: Optima-Regular, PingFangTC-light;letter-spacing: 1px;caret-color: rgb(51, 51, 51);color: rgb(214, 168, 65);\">03\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fh1>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">接着，再来聊聊\u003Cstrong>债市\u003C\u002Fstrong>、和\u003Cstrong>现金管理类产品\u003C\u002Fstrong>\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">（货币基金、存款）\u003C\u002Fspan>\u003Cstrong>的投资\u003C\u002Fstrong>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">这主要看\u003Cstrong>货币政策，\u003C\u002Fstrong>也就是货币的价格、数量怎么定。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">会议的说法，改成了\u003Cspan style=\"background-color: rgba(254, 212, 164, 0.8);\">\u003Cstrong>「适度宽松」\u003C\u002Fstrong>\u003C\u002Fspan>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">从过去30年的历史来看，央妈只在08年金融危机之后，使用过这个定调。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">那也就是说，未来市场上的资金充裕，不差钱，\u003Cstrong>利率大概率还会走低。\u003C\u002Fstrong>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">对背了房贷的小伙伴来说，还有希望再减减负；\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">但对想在存款里「躺平」的朋友，就不友好了，收益率恐怕还得往下掉。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">而利率和债券价格，是反向变化的。\u003Cstrong>利率降了，债券就会涨一涨\u003C\u002Fstrong>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">今天，10年期、30年期国债收益率，创下历史最低。相应的，相关国债价格创下新高。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">对咱们来说，也不必去追涨债券，特别是涨幅较大的长期债券，按自己的资金需求来安排就好：\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cstrong>3个月以内的钱，放在现金理财里；1年以内的钱，可以买买短债；超过1年的钱，配置长债。\u003C\u002Fstrong>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">因为债券的价格也有波动，如果下跌的时候刚好赶上要用钱，咱们就得被动「割肉」。\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);line-height: 2em;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F166acccb-d20f-416a-817b-f0fb56e3b635.jpg\">\n \u003C\u002Fsection>\n \u003Ch1 style=\"margin-right: 16px;margin-bottom: 16px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;line-height: 2em;\">\u003Cstrong>\u003Cspan style=\"font-family: Optima-Regular, PingFangTC-light;letter-spacing: 1px;caret-color: rgb(51, 51, 51);color: rgb(214, 168, 65);\">04\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fh1>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">最后，再来说说\u003Cstrong>财政政策\u003C\u002Fstrong>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">财政，指的是国家「小金库」的\u003Cstrong>收\u003C\u002Fstrong>与\u003Cstrong>支\u003C\u002Fstrong>。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">这次表述增加了\u003Cspan style=\"color: rgb(222, 120, 2);\">\u003Cstrong>「更加」\u003C\u002Fstrong>\u003C\u002Fspan>一词，变成了\u003Cspan style=\"background-color: rgba(254, 212, 164, 0.8);\">\u003Cstrong>「更加积极的财政政策」\u003C\u002Fstrong>\u003C\u002Fspan>，是历史上首次提及。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">财政要积极，对应是政府\u003Cstrong>收入减少\u003C\u002Fstrong>\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">（减税）\u003C\u002Fspan>\u003Cstrong>，支出增加。\u003C\u002Fstrong>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">而政府的收支，和居民、企业部门是「此消彼长」的。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">比如提高税率，意味着咱们要交的钱更多，手头可支配的钱就少了。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">但要是能减税+扩大开支，就会\u003Cstrong>提高企业和居民的收入\u003C\u002Fstrong>——\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">一来是少交钱，咱们有更多留存利润用来投资、消费；\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">二来能从政府那里得到更多的\u003Cstrong>转移收入\u003C\u002Fstrong>\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">（如发钱、发消费券）\u003C\u002Fspan>，相当于分到的「蛋糕」更大。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">企业呢，也能直接\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">（接到政府项目）\u003C\u002Fspan>或间接\u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">（居民钱多了→增加消费）\u003C\u002Fspan>地受益，带来利润的改善，进而推高股价。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">拿我所在的上海来说，现在每周都会发\u003Cstrong>消费券\u003C\u002Fstrong>，线下餐饮店的生意，热闹不少。\u003C\u002Fp>\n \u003Cp style=\"margin: 16px 16px 0px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F7e75c838-de6e-4639-b2af-c152734bc2a7.jpg\">\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;text-align: center;margin-bottom: 16px;\">\n  \u003Cspan style=\"color: rgb(143, 149, 158);font-size: 14px;\">图源：小红书\u003C\u002Fspan>\n \u003C\u002Fsection>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">另外，部分省市扩大了「国补」品类，手机也能减免。一些朋友专门「地理套利」，跑去苏州买手机。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">明年，这类实打实的优惠政策，估计还有挺多的。\u003C\u002Fp>\n \u003Csection style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);line-height: 2em;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F6d0d7b30-f615-4a0c-9285-ba229a3e8e16.jpg\">\n \u003C\u002Fsection>\n \u003Ch1 style=\"margin-right: 16px;margin-bottom: 16px;margin-left: 16px;outline: 0px;font-family: -apple-system, "system-ui", "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;line-height: 2em;\">\u003Cstrong>\u003Cspan style=\"font-family: Optima-Regular, PingFangTC-light;letter-spacing: 1px;caret-color: rgb(51, 51, 51);color: rgb(214, 168, 65);\">05\u003C\u002Fspan>\u003C\u002Fstrong>\u003C\u002Fh1>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">总之，这次会议的定调非常积极，搞好经济的态度很强烈。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">但从纸面上的政策，转化成企业利润，还有很长一段路要走。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">对咱们来说，不妨做一个\u003Cspan style=\"background-color: rgba(254, 212, 164, 0.8);\">\u003Cstrong>「理性的乐观主义者」\u003C\u002Fstrong>\u003C\u002Fspan>——\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cstrong>像悲观主义者一样计划\u003C\u002Fstrong>：\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">在制定投资计划时，要考虑最坏的情况，比如疫情的「黑天鹅」突然来临，能否承受资产价格的大幅下跌；\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">\u003Cstrong>像乐观主义者一样梦想\u003C\u002Fstrong>：\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">执行计划时，保持积极进取的态度，相信经济向好，优秀的企业能在长期，帮我们赚到市场的红利。\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">附上总结图——\u003C\u002Fp>\n \u003Csection style=\"margin-bottom: 0px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;margin-left: 16px;margin-right: 16px;\">\n  \u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F3ce803a9-8c5e-40ce-9824-07dbc1630460.jpg\">\n \u003C\u002Fsection>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;line-height: 2em;\">\u003Cbr>\u003C\u002Fp>\n \u003Cp style=\"margin-right: 16px;margin-bottom: 0px;margin-left: 16px;color: rgb(34, 34, 34);font-family: Optima-Regular, PingFangTC-light;font-size: 16px;letter-spacing: 1px;caret-color: rgb(51, 51, 51);visibility: visible;line-height: 2em;\">好啦，政治局会议就聊到这里，晚安\u003Cimg src=\"https:\u002F\u002Fimage.jane7.com\u002F95c92f68-77cc-4cd3-8c18-344a5f9c05d9.jpg\">\u003C\u002Fp>\n\u003C\u002Fdiv>","","2024-12-10 21:44:00",100,0,"renqiang@jane7.com","2025-06-06 17:39:54",false,17363,"1038002",[],[],[],[],[]]