Theme: 2024 Fund High-Quality Development Conference: Hundreds of big names gathered to discuss new investment opportunities
On May 18, the Sina Finance 2024 Fund High-Quality Development Conference grandly kicked off! Regulators, top-class economists, more than 20 public fund leaders, nearly 100 fund managers, and nearly 30 popular financial and financial celebrities gathered in Pengcheng to talk about the development of the fund industry and new opportunities for fund investment!
The theme of this fund's high-quality development conference is "Helping new quality productivity to work together for high-quality development." Under the guidance of the "Nine Principles of New China", the capital market has become a key platform for corporate financing and promoting economic transformation, while new productivity is the core driving force for the economy to develop towards high-quality, efficient, fair, sustainable and safe. At this event, Dou Yuming, Wang Fan, Qi Bin, Wang Yiping and other asset management industry leaders; Liu Yuhui and other top economists; Guo Lei, Liu Chenming and other seller research leaders; Liang Xing, Wang Qunhang, Li Wenliang and other investment research celebrities came to the site, and hundreds of important guests gathered to witness the industry honors, discuss future investment trends, and ponder how to help new quality productivity!
Guo Lei, chief economist and managing director of Guangfa Securities, attended the meeting and delivered a speech. Guo Lei said that the nominal GDP indicator is closest to an individual's micro body feeling. For example, for government revenue, local governments increase taxes on nominal GDP, and the impact on prices is greater; corporate profits include both volume and price. When the price level is low and nominal GDP is low, corporate profits will also be restricted. Residents 'expectations.
So everyone looked back and thought, why should this round of real estate policies continue to be adjusted? If real estate is absent, there will be a gap in the GDP of the entire construction industry, even if the real GDP reaches 5.playforcryptogames.3%, and there is no way for nominal GDP to reach a reasonable position, so the adjustment of real estate is of great significance.
Nominal GDP determines asset pricing.playforcryptogamesOur stock asset valuation is hovering at a low level this year. A very important background is that nominal GDP has not increased. We estimate that it will tend to improve in the second and third quarters. One is the relaxation of real estate. The biggest significance of this round of real estate policy adjustments is that the lack of nominal GDP can be made up for, and it is expected to drive nominal growth back towards equilibrium.