展望2025年,我们无疑将面临诸多挑战,但也能捕捉宝贵的投资机遇。在全球经济增速放缓的背景下,变革正在悄然发生。我们预计今年美国经济将温和增长约2.0%;欧元区略有滞后,增长率为0.9%。由于财政支出的增加和可能的关税上调,美国通胀可能持续高企。欧美各国央行在平衡增长与控制通胀时面临更大的挑战,从而导致降息空间受限。我们预计未来的市场将充满不确定性,市场预期也可能因此大幅波动。地缘政治的影响,尤其...
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