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电网领涨市场，“安心信号“增多（节前最后一篇，23日恢复更新）_我的网站

A |     It is reported that the city of Nagasaki plans to complete updates to exhibition panels at the Nagasaki Atomic Bomb Museum during fiscal year 2026, including replacing the term "Nanjing Massacre" with "Nanjing Incident" on a display panel.    The Nanjing Massacre was a brutal crime committed by Japanese militarism. The evidence is irrefutable and history must not be tampered with.The Tokyo Trial clearly established that the atrocities committed by Japanese troops in Nanjing constituted a "massacre", not a so-called incident.    Many Japanese atomic bombing survivors, Nagasaki civic groups and people of insight in Japan have called for Japan's crimes and history as an aggressor under militarism to be reflected correctly and fully.    Only by facing history honestly and reflecting on it sincerely can a country earn the respect of the international community and the trust of its neighbors. Any attempt to whitewash history or distort the truth is bound to be rejected by the world.                    。    本篇评级为★★★，主要围绕以下内容展开：                    1、电力改革文件说了什么，如何影响电网板块？          2、外部扰动进一步降低，安心信号增多          3、外资更乐意买哪类中国资产？                    如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。                   新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。

B |                    1、 电力改革文件说了什么，如何影响电网板块？          临近春节大长假，市场情绪依然维持在较为活跃的状态，这已经相当难得。今天沪深两市成交量重回2万亿元以上，这一点非常关键——年前能够稳住，就是胜利。                   央行这两天也在积极“保驾护航”：连续三天在公开市场净投放资金3000亿至4000亿元，目标非常明确——就是要在节前维持市场流动性的平稳，避免因资金紧张对市场造成冲击。得益于此，今天三大指数全线收红，热点仍主要聚焦在人工智能产业链的上下游。                   此前我们多次提到的人工智能上游能源供给问题，尤其是电网设备板块，今天再度领涨全市场，涨幅超过3%。

C | 这一方向具备非常清晰的长线逻辑（感兴趣的朋友可回看过去两三个月的节目，我们已反复讨论），今天我们重点谈一个短期触发因素：国务院近日发布了《关于加快建设全国统一电力市场体系的实施意见》。

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Published on:08:52:45