投资人观点追踪｜加息能否被增长消化：乐观强化，政策预期转紧

from 投研随身听 · host 慢研播客

今天的增量集中在加息承受力：Herman Jin 从认为加息预期过满，进一步转向认为经济提效能够增强承受能力；qinbafrank 则因通胀与长端压力，修正为本月更可能加息。两人都保留长期利率对增长和估值的约束，但对压力如何消化侧重不同。后续以政策决定、油价与长端利率、生产率与企业盈利检验这些判断。

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投资人观点追踪｜加息能否被增长消化：乐观强化，政策预期转紧

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