金吾财讯 | 时富金融发布研报指出，全球市场呈现多空交织态势，央行明确将根据国内外经济形势灵活调整货币政策，外资持续看好中国资产。
央行政策与市场展望央行副行长宣昌能表示，将根据国内外经济金融形势灵活运用降准降息等政策工具，保持流动性合理充裕。当前国内经济结构调整深化，全球供应链不确定性增加，货币政策需在稳增长与防风险间平衡。工信部等部门提出加快 5G、工业互联网等新型基础设施布局，推动数字化园区建设，利好科技及高端制造领域。
外资持续看好中国资产富达国际、高盛等机构近期密集发声，认为中国股市在 AI 技术突破、政策红利及企业盈利改善背景下具备长期吸引力。港股市场中，阅文集团（00772.HK）IP 商业化加速，短剧集业务驱动增长；小鹏汽车（09868.HK）2024 年营收与毛利率双升，新车型及机器人业务打开增长空间。A 股方面，景旺电子（603228.SH）作为 PCB 龙头，积极布局高端产能，受益行业需求增长。
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