稳增长：稳住不跌；宽_老虎社区_美港股上老虎

Victory_Hi
2022-01-14

稳增长：稳住不跌；宽信用：继续放水；大众消费复苏：难，大众收入增长微薄，但强者恒强；居民资产配置结构调整：房产的钱转战股市；海外增量资金：难，三成看国内增长，七成看老美等国。“《2022年中国银行个人全球资产配置白皮书》认为，超配中国A股的主要逻辑是稳增长、宽信用、大众消费复苏、居民资产配置结构调整、PPI与CPI剪刀差收敛、海外增量资金。”

那边头铁们都跑步进场，这边在放高炮。

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