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01 Oct 2024
28m
中国 | 与思睿集团月度对话 – 上涨行情还会延续吗?
市场透视 Beyond Markets
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本期播客深入探讨了中国市场的强劲反弹,重点分析了政策驱动的关键作用,尤其是央行的降准降息和财政政策对房地产的积极影响。尽管市场当前处于历史性的超买状态,专家们对未来持谨慎乐观的态度,认为宏观政策的有效实施将是经济复苏的重要动力。此外,人民币汇率的变化也与中美经济关系息息相关,预计未来仍有升值空间。
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