周三盘前,三倍做多富时中国ETF-Direxion(YINN)大跌7.40%,引发市场关注。这一显著跌幅反映了投资者对中美贸易关系恶化的担忧。
据报道,美国正考虑对中国实施所谓的"对等关税"政策,这一消息引发了市场对中国经济前景的担忧。专家们认为,这种贸易政策的不确定性通过贸易、金融和预期三重渠道对中国经济形成冲击,可能会对中国出口企业造成负面影响。
面对外部环境的变化,多位首席经济学家建议中国应保持宏观政策的稳定性,以此来稳定市场预期、强化市场信心。同时,他们也呼吁加大力度提振内需,通过扩大消费和有效投资来对冲外部不确定性带来的影响。专家们普遍认为,尽管短期内可能面临挑战,但中国资产重估的长期逻辑并未改变,中国经济的基本面优势和创新潜力仍然存在。
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