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2024-12-03

Replying to @普朗特 Money.Plant:do dream//@普朗特 Money.Plant:中国经过几十年的发展，相较于以前居民有更多需求，而且年轻人的消费需求也很旺盛，未来十年社会总需求总体是增长的，所以经济不会太差。[开心]

外资“谨慎”重返中国市场！第三波升势要来了？

近日摩根士丹利、高盛等机构相继发布看多中国资产分析报告，此外“木头姐”Cathie Wood也于近期采访中表示，开始“谨慎”重返中国市场，认为其“新质生产力”&“反内卷”概念会对市场带来积极影响，ARK目前正在重建包括百度、阿里巴巴和小马智行等公司的持仓。【大家对此有何看法？中国资产能否迎来今年的第三波升势？】

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