
中国金融四十人论坛(CF40)发布2026年三季度宏观政策报告。报告指出,随着约7000亿元政策性金融工具在四季度投放,广义财政支出增速有望改善,算力网与地下管网建设将成为刺激内需的重点方向。
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中国金融四十人论坛(CF40)定期发布宏观政策报告,分析经济形势并提出政策建议。2026年三季度报告关注财政政策对内需的拉动作用。
中新网北京11月2日电 (陶思阅)中国金融四十人论坛(CF40)11月2日在北京举行2026年第三季度宏观政策报告发布会。报告指出,四季度广义财政支出增速改善是可以预期的,对刺激内需有一定支持性。
11月2日,中国金融四十人论坛(CF40)在北京举行2026年第三季度宏观政策报告发布会,CF40资深研究员、中国社科院世界经济与政治研究所副所长张斌在会上发言。(主办方供图)
报告显示,2026年三季度,中国宏观经济名义增速有所加快。从结构来看,外需依然强劲,出口在全球AI产业链景气的带动下保持高涨,与此同时生产相对平稳,固定资产投资进一步放缓。
CF40资深研究员、中国社科院世界经济与政治研究所副所长张斌在解读报告时表示,从财政对内需的刺激作用角度出发,今年8000亿元的政策性金融工具还有约7000亿元将会在四季度投放,对刺激内需发挥一定支撑作用。
张斌认为,资金或可聚焦“六张网”建设,其中算力网和地下管网可能是短期内主要发力方向。算力网相关投资或更容易带来资金撬动作用,吸引市场资金参与;地下管网投资则更容易发挥财政支出的乘数效应,带动上下游需求。两者分别是促进新经济发展和稳定传统投资的重要抓手。
AI outlook — possibilities, not facts
四季度将投放约7000亿元政策性金融工具。
Likely · Within months

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