【鹏扬基金朱国庆：期待惠民生和促消费有政策落地，对中国资产充满期待】金十数据2月27日讯，近日鹏扬基金副总经理、股票首席投资官朱国庆在接受证券时报记者专访时表示，2025年两会期待在惠民生和促消费方面能有财政支持政策落地，还期待在促进消费方面有中长期的政策出台。这些政策措施能够提升居民消费信心，对内需消费会起到中长期促进作用。朱国庆表示，2025年经济增速如果能够稳住，对股票投资会迎来一个友好环境，行业和企业层面能够走出“内卷式”恶性价格竞争，改善盈利能力和提升ROE水平。对2025年乃至更长周期的中国资产表现充满期待，沿着人工智能、经济复苏和企业盈利能力修复两大主线进行投资布局。
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