瑞银孟磊:“耐心资本”有望为市场筑底

国际金融报
13 Jan

“在低基数背景下,预计今年A股盈利增长可达约6%,较前两年有所改善,给予投资者信心。”1月13日,瑞银策略分析师孟磊在第二十五届瑞银大中华研讨会上表示,“除了盈利反弹外,政策宽松也是我们对今年市场乐观的原因之一。根据中央经济工作会议的说法,可总结为两个重要关键词,一是更加积极的财政政策;二是适度宽松的货币政策。”从资金面来看,孟磊认为,“耐心资本”有望为市场筑底。他指出,目前上证综指在3100点至...

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