橡树资本掌门人力挺中国市场,称对中国市场保持"非常乐观",并用独特的"1234"框架诠释这一判断背后的逻辑。 周三,在2025陆家嘴论坛上,橡树资本联席创始人及联席董事长霍华德·马克斯,阐述了中国经济的"1234"特征,试图为市场描绘一个更为清晰的投资图景。 "1个目标"指向中国正在推进的高质量增长模式转型。马克斯认为,这一转型依托"2个引擎"——绿色转型和数字化转型,而中国在这两个领域已经取得...
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