瑞银:外资正处于有序加仓中国的过程中

观点网
Mar 11, 2025

观点网讯:3月11日,瑞银全球金融市场部中国主管房东明于记者会上表示,中国2025年GDP增长目标设定为5%左右,符合预期,同时相对而言是一个比较积极的目标。另一方面,他亦指看到政策对消费的重视,期待两会后对内地政策加码有期待,看好与政策相关的消费股。房东明续指,继续看好A股与港股表现,港股有调整可能性,不过A股的上升动力将会更强。随着A股健康发展及内地房价企稳,所产生的财富效应未来有望带动内地...

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