今日,知名投资人朱啸虎在朋友圈发布动态称“2025年中国资产全面重估的开始”。这一观点并非孤立,事实上,多家国际知名金融机构也纷纷表达了对中国资产重估的预期,认为2025年将成为中国资产价值重塑的关键一年。比如近期德银发布的一份研报引发高度关注,其核心观点是,德银预计中国股票的“估值折价”将消失,盈利能力可能因政策支持消费和金融自由化而超出预期。A股和港股的牛市始于2024年,预计中期将超过之前的...
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