EPISODE · Sep 10, 2024 · 7 MIN
外需虽然尚算稳定，但提振内需才是王道
from 维明说投资
刘维明老师在详细解读音频中指出，上证指数未来跌幅目标在2400点左右，但市场风险依然存在。最新的外贸数据显示出口强劲，但内需疲软，影响进口表现。未来需警惕美国对华限制措施及其影响。A股虽暂时反弹，但长期趋势仍难判断。明智的策略是保持耐心，动态观察市场变化。投资人需谨慎应对，确保策略灵活应变。00:02:00:进口同比增长率放缓，内需走软成为主因，经济形势稳健但不确定性增加00:04:00:资本市场的不确定性：美国对中国限制的影响00:06:02:美联储降息预期降温，美元获得支撑，人民币汇率重新走软
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外需虽然尚算稳定，但提振内需才是王道
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