摩根资产管理许长泰:中国股市仍是资产配置关键部分

阿斯达克财经
Apr 16, 2025

摩根资产管理亚太区首席市场策略师许长泰表示,2025年第一季度中国GDP按年增长5.4%,超出预期的5.2%。这一温和的正面指标显示中国经济以强劲势头开启新年。3月零售销售额增长5.9%,高于预期的4.3%,反映政府在一定程度上成功推动消费。这可能鼓励政策制定者继续寻求促进消费者支出的方法,特别是聚焦服务业。工业生产激增7.7%,远超预期的5.9%,主因似乎是美国关税前的海外订单提前备货。投资者...

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