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广发策略快评12月政治局会议:如何理解「超常规」
(1)“加强 超常规 逆周期调节”,是大会通稿上首次出现,我们理解这很有可能意味着官方目标赤字率将有超常规提升(例如从3%上调至4%),也预示着后续多元化、非常规的政策调节手段。
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