摩根资管朱超平:机构投资者对内地复苏仍谨慎态度

阿斯达克财经
Jan 19

摩根大通资产管理驻上海环球市场策略师朱超平就中国最新GDP,及对投资的影响发表评论指,中国最新经济数据显示,国内经济疲弱与出口强劲形成鲜明对比;去年第四季实质GDP按年增长放缓至4.5%(低于2025年第三季的4.8%),符合市场预期。尽管如此,全年GDP增长仍达到政府设定的5%目标。此外,内地每月消费和固定资产投资增长也放缓,反映出消费补贴的影响减弱,及地方政府财政和房地产市场持续承压。相较之下...

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