EPISODE · Feb 9, 2025 · 27 MIN
中国｜与思睿集团月度对话 — 剖析中国股市反弹的三大驱动力
from 市场透视 Moving Markets · host Julius Baer
除“春节行情”效应外，近期中国股市回升的背后存在着三大潜在推动力：美国总统特朗普加征关税的影响弱于市场预期；DeepSeek的横空出世令国内市场信心显著回升；以及随着三月全国两会临近，政策宽松预期持续升温。这些因素共同构筑了当前市场的上行动能。本期播客（于2025年2月7日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。
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中国｜与思睿集团月度对话 — 剖析中国股市反弹的三大驱动力
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