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未及以往，如未出现08年4万亿、前两年专项债及政府20万亿预算等规模。当前投资者对政策的阈值较高，虽财政在育儿补贴、房贷贴息、民生（医疗、教育、生育、养老）及消费国补等方面持续发力，但未激发投资者大量入市，政策面整体中性偏乐观。　　市场风险偏好提升，很大程度源于自信心的提升。今年以来，经历Deepseek的故事后，我国人工智能水平与美国差距缩小，6代机发布，预计9月3日阅兵可能发布新装备，进一步增

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