两会春风拂面来 “资本市场+科技创新”看点多

随着三月的临近，全国正式进入了“两会时间”。今天（2月27日）下午举行的国务院政策例行吹风会，介绍了2025年国务院部门办理全国人大代表建议和全国政协提案工作有关情况。每一份建议的落地，也是资本市场密切关注的“风向标”，我是央广财经记者牛谷月，今天和我一起关注科技主线。

　　金融资本对支撑高水平科技自立自强具有重要作用，受到代表委员的关注。科学技术部党组成员、秘书长潘晓东今天介绍，去年，科技部会同七部门出台了构建科技金融体制的政策举措，其中核心抓手就是提升资本市场服务科技创新的能力。

具体来看，科创板改革“1+6”措施落地实施，进一步增强了对科技创新的包容性；债券市场推出“科技板”，为科技型企业提供长期、低利率的直接融资，2025年各类主体发行科技创新债券达1.8万亿元。同时，国家创业投资引导基金启动实施，总规模预计1万亿元，引导资本“投早、投小、投长期、投硬科技”。这些举措为科技企业全生命周期提供了强大的金融支持。

　　在金融政策的支持下，科技企业快速发展，以AI产业为例，最新消息，中国AI模型调用量首超美国，四款大模型霸榜全球前五。AI应用端，“豆包、千问、元宝”等国产应用DAU创新高，显示AI生态加速落地。不过，AI硬件端短期回调明显，市场开始更加注重估值和业绩匹配。

　　南开大学金融发展研究院院长田利辉在接受采访时也表示，过去AI一枝独秀，现在硬科技、周期资源、高股息和政策主题四轮驱动，市场韧性更强。两会临近，新质生产力先进制造成为焦点，同时年报一季报在密集披露，总的来看，马年A股结构性机会贯穿全年，科技主线仍是重中之重。我们也满怀期待，即将召开的全国两会能为资本市场传递更多春风，为科技强国注入更强动能！

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