中国 | 月度对话 – 市场飙升引发泡沫担忧 episode artwork

EPISODE · Sep 5, 2025 · 25 MIN

中国 | 月度对话 – 市场飙升引发泡沫担忧

from 市场透视 Moving Markets · host Julius Baer

中国股市在八月的迅猛上涨引发了市场对泡沫风险的担忧,监管层亦在酝酿出台措施抑制投机行为。这些忧虑是否合理?行情是否已接近尾声? 与此同时,人民币兑美元继续走强,黄金亦再度突破创新高。在此情境下,投资者又该如何部署? 本期《市场透视》播客(于2025年9月4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 – 市场飙升引发泡沫担忧

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