2025年下半年展望成为近期市场关注的焦点之一。在近期外资机构发布的展望中“韧性”成为中国经济的关键词。巴克莱银行、高盛

智通财经
Jul 10, 2025
2025年下半年展望成为近期市场关注的焦点之一。在近期外资机构发布的展望中“韧性”成为中国经济的关键词。巴克莱银行、高盛等多家国际巨头均提到中国消费与出口表现持续超预期政策刺激效果显现。展望下半年外资机构普遍预期政策将持续加码中国资产的吸引力有望增强。随着科技创新驱动的产业升级(如AI、电动汽车)以及高股息公司进一步释放增长潜力中国股市的估值仍有提升空间。(证券日报)。

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