2月20日,离岸人民币兑美元+0.5%涨幅,报7.2476元逼近11月29日顶部7.2291元。
2月20日,国务院以“坚持促消费和惠民生相结合,大力提振消费扩大国内需求”为主题,进行第十二次专题学习。李强在主持学习时强调,要把经济政策的着力点更多转向惠民生、促消费,以更大力度和更精准措施提振消费,持续增强消费对经济发展的基础性作用。
25年以来,利率政策一直未见调整,按照当下人民币走势,一旦突破短期高点,同时国内出于刺激消费释放经济潜能考虑,有可能会再次选择降息,预计3月份的两会后会有结论。
如果降息,a股有望迎来长牛。
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