汇添富基金徐志华:在全球新形势下,寻找结构性投资机会

中国网财经
Nov 06, 2025

当前全球经济与地缘政治形势呈现高度复杂性。经济上,全球面临高通胀、债务风险、供应链重构等多重压力,主要央行货币政策分化,新兴市场资本流动波动加剧,国际货币基金组织(IMF)下调全球增长预期。地缘方面,大国博弈加剧,国际秩序进入深度调整期,俄乌冲突长期化、中东局势动荡,保护主义与脱钩趋势强化,技术封锁与关税政策等非传统竞争手段频繁发生。我国经济整体告别了过去高增长的阶段,进入高质量、可持续的发展阶段...

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