EPISODE · Oct 9, 2025 · 27 MIN
中国 | 月度对话 – 从黄金周到“十五五”：市场能否迎来新动能？
from 市场透视 Moving Markets · host Julius Baer
随着黄金周迎来尾声，投资者的目光再度聚焦于市场与政策的动向。最新出炉的假期经济数据，为宏观走势提供了哪些启示？科技股持续领涨，是否意味着牛市有望扩散至其他板块？将于四中全会制定的“十五五”规划又能否在促进消费、强化科技创新及反内卷等方面回应市场预期？本期《市场透视》播客（于2025年10月8日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况。
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中国 | 月度对话 – 从黄金周到“十五五”：市场能否迎来新动能？
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