中信建投证券黄文涛:人民币资产重估与投资中国是确定的

东方财富网
Sep 25

上证报中国证券网讯(记者闫刘梦)中信建投证券首席经济学家黄文涛9月24日表示,当前全球宏观形势有“五个不确定与五个确定”,主要受AI科技革命、国际货币变革和地缘冲突影响,内核是生产力变革与生产关系调整在全球层面的集中映射。  据他介绍,“五个不确定”分别是:一是美联储的货币政策路径不确定,二是发达经济体的高债务能否持续不确定,三是日元的汇率及全球套利机制不确定,四是原油的地缘冲击与供给安全不确定,...

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