【科技创新力量崛起 市场动能持续改善 外资聚焦中国市场结构性机遇】随着2025年上半年接近尾声,瑞士百达、高盛、路博迈基金、摩根士丹利等多家外资资管机构相继发声,看好中国市场结构性机遇。其中,人工智能、生物科技、消费等板块成为外资机构热议的话题。 有外资人士称,中国政府的政策立场明确且得当,有助于形成稳定、可预期的政策环境,降低股市风险溢价。同时,支持资本市场、鼓励分红回购、推动中长期资金入市的政策,对降低股市无风险利率至关重要。

金融界
Jun 25, 2025
随着2025年上半年接近尾声,瑞士百达、高盛、路博迈基金、摩根士丹利等多家外资资管机构相继发声,看好中国市场结构性机遇。其中,人工智能、生物科技、消费等板块成为外资机构热议的话题。 有外资人士称,中国政府的政策立场明确且得当,有助于形成稳定、可预期的政策环境,降低股市风险溢价。同时,支持资本市场、鼓励分红回购、推动中长期资金入市的政策,对降低股市无风险利率至关重要。

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