瑞银:政策举措旨在提升资产价格,散户学聪明了,港股中存在更多结构性投资机会,互联网行业仍是首选!

地平线全球策略
20 Oct 2024

瑞银最新的中国策略报告指出:短期内市场情绪改善将支撑当前的指数水平。本文对文章重点内容进行了整理,如果觉得有所帮助,还请多多支持。最近与境内投资者的交流显示,市场情绪出现显著变化,尽管在过去12个月大多数人对前景持悲观态度,但部分投资者的情绪已经明显转向乐观。这种乐观情绪主要源于经济议程的明显转变,以及政策支持执行的紧迫性。对于这些投资者而言,问题更多是“何时以及如何”经济能够复苏,而非“是否”能...

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