瑞银发表中国市场策略报告表示,自伊朗战事爆发以来,MSCI中国指数跑赢全球指数约1.4%,而A股更具韧性,期间沪深300指数基本持平。该行认为这进一步证明中国股市为全球投资者提供了可行的分散化选择。从基本面来看,近期地缘政治事件对中国市场的下行风险相对有限,原因包括:1)中国对石油依赖度较低,仅占总体能源使用总量约20%;2)拥有充足的石油库储存备(约4个月或13亿桶);3)由于政府定价机制,油价...
Source Link瑞银发表中国市场策略报告表示,自伊朗战事爆发以来,MSCI中国指数跑赢全球指数约1.4%,而A股更具韧性,期间沪深300指数基本持平。该行认为这进一步证明中国股市为全球投资者提供了可行的分散化选择。从基本面来看,近期地缘政治事件对中国市场的下行风险相对有限,原因包括:1)中国对石油依赖度较低,仅占总体能源使用总量约20%;2)拥有充足的石油库储存备(约4个月或13亿桶);3)由于政府定价机制,油价...
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