券商新年谈丨光大证券赵格格:2025年政策支持力度将加大 A股有望持续回升向好

新华财经
02 Jan

新华财经北京1月2日电 光大证券宏观首席分析师赵格格对新华财经表示,2024年我们度过了不平凡的一年,2025年如何看待国内外的宏观经济形势和投资机会,可以从以下几点来观察。看外部,2025年美国经济整体将呈现经济韧性+通胀反弹+降息放缓的组合。从经济的角度来看,第一,美国经济的基本盘是居民消费,而当前美国居民的资产负债表依然相对健康,随着通胀相对前期高点大幅回落,美国居民的消费者信心自2024年...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10