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花旗今年來加碼中國股市,對未來走勢依然看好
uSMART盈立智投 03-16 18:41

從花旗中國獲悉,今年以來,花旗全球投資委員會進一步上調了中國配置比重(含A股、H股及中概股)。

該機構分析師依然看好中國股市未來的走勢。花旗認爲,今年中國5.5%的GDP增速目標表現出了穩增長的決心,未來或將繼續實施積極的財政政策,並維持相對寬鬆的貨幣政策。

其認爲,雖然本週二(3月15日)央行並未降息,但對中期借貸便利(MLF)實現增量續做,或有利於增加中期流動性。此外,花旗認爲,受益於中美利差、中國長期的投資機遇、以及海外資金的全球配置需求,未來海外資金仍然會繼續流入中國。

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