麦格理发表中国市场策略报告,中美贸易战暂停为重新审视中国投资提供机会,关税对MSCI中国指数成份股的销售影响有限,但消费降级、企业创新及政策主题仍具吸引力。就美中关税概率方面,该行认为平均关税水平最有可能稳定在40%至60%,高于过去五年的约20%,指关税确定性对供应链更为重要。该行对中国本地政策展望预期较低:(1)房地产市场逐步稳定、(2)重启本地需求补贴、(3)进一步推进资本市场改革。2025...
Source Link麦格理发表中国市场策略报告,中美贸易战暂停为重新审视中国投资提供机会,关税对MSCI中国指数成份股的销售影响有限,但消费降级、企业创新及政策主题仍具吸引力。就美中关税概率方面,该行认为平均关税水平最有可能稳定在40%至60%,高于过去五年的约20%,指关税确定性对供应链更为重要。该行对中国本地政策展望预期较低:(1)房地产市场逐步稳定、(2)重启本地需求补贴、(3)进一步推进资本市场改革。2025...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.