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搶跑2025下半場!這48小時錯過等半年!
格隆匯 06-14 18:26

2025年上半年,全球經濟航船在貿易摩擦加劇與政策不確定性升騰的漩渦中艱難前行。

世界銀行最新數據顯示,全球近七成經濟體遭遇增長預期下調,整體經濟增速已滑落至2.3%,創下2008年金融危機以來的最低紀錄。

主要經濟體增長普遍乏力:美國受制於高利率與關税衝擊,增速放緩至1.4%;歐元區與日本表現更為疲弱,雙雙僅錄得0.7%的微弱增長;新興市場的增長勢頭亦顯著減弱。

相比之下,中國經濟在政策有力護航下展現出相對韌性,全年增長預期錨定5%,然而內需修復的持續性、地產風險的化解進程以及全球產業鏈重構帶來的壓力,仍構成複雜挑戰。

陰霾之中,新質生產力正孕育着變革的曙光。

人工智能(AI)應用迎來大規模落地的元年,深刻重塑產業圖景;綠色能源轉型加速推進;中國新能源汽車出口更是異軍突起,同比激增70%。

與此同時,在全球“去美元化”浪潮湧動之下,中國資產的價值重估機遇悄然顯現。

當此風雷激盪之時,我們究竟該如何洞悉迷霧,把握下半年的投資脈絡?

2025年7月4日-5日,【格隆匯中期策略會2025】將再次於深圳舉辦!

零一萬物CEO、創新工場董事長李開復博士,東方財富證券研究所副所長、首席策略官陳果總,東方港灣創始人、董事長但斌總,前海開源基金投資部總監、基金經理、首席ESG官崔宸龍博士,格隆匯創始人格隆博士將蒞臨現場!眾多大咖為您深度剖析變局,前瞻投資脈絡。

請注意,75日全天的全球機構投資者思享會為收費活動,

前排預留席位金額:688/人(早鳥價,原價1088/人)

普通席位388/人(早鳥價,原價688/人),請聯繫專屬客服購買票!

躬身耕耘的星火,終成燎原之勢;

破浪而行的孤舟,自達滄海之界。

【格隆匯中期策略會2025在深圳期待您的蒞臨!

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