价值判断:跌停板的投资机会和风险提示(3月3日)|证券市场观察

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The rapid climb didn’t happen overnight. Interest costs have surged due to a one-two punch: the federal debt load has ballooned by trillions, while interest rates climbed sharply from near-zero post-pandemic lows. As a share of the economy, interest costs have doubled from 1.6% of GDP in 2021 to a record 3.2% in 2025. Today, the government already spends more on debt interest than on Medicaid or the entire national defense budget, programs Americans viscerally feel and politically fight over. Yet the interest line item draws comparatively little outrage.​​,更多细节参见体育直播

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北京近期釋放的信號顯示,「內需主導」將繼續是核心表述。 《人民日報》2月刊發的新華社電文引述習近平在中央經濟工作會議講話相關內容稱,2026年經濟工作要「堅持內需主導,建設強大國內市場」,並提出提振消費專項行動、城鄉居民增收計劃、清理消費領域不合理限制措施等方向。