要说发债对于国内的影响肯定是全方面的的，单一资本市场来看，由于近阶段10年期美债收益率上冲、国内资金面略偏紧、全球地缘政治风险加大等三大因素构成近期扰动，经济基本面虽然已在触底后持续好转过程中，但此次增发国债的信号将进一步巩固明年和中期的增长预期，当然放水对股市也是一个重大利好，我也看到很多自媒体都在讨论这个事情，可以说A股是暂时稳住了。
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