“中国经济增长仍具韧性,今年下半年还需政策发力支持稳定经济增长。”高盛中国经济学家王立升在6月25日举行的媒体见面会上表示。 他提到,当前外需仍具较强支撑,上半年中国GDP增速有望达5.2%,这一表现短期内降低了政策宽松的紧迫性。目前政策宽松不仅仅是稳增长,也支持劳动力市场和稳信心。 高盛中国股票策略分析师付思指出,当前中国股市仍具备估值优势,维持对中国市场的超配建议。她认为,7-8月关税政策...
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