2016海峡天机诗歌 _白龙马打一肖 _
发布于:2020-01-29 22:24:40  浏览:527953

?Sina Financial News recently issued the investment strategy of 2122 by Haifutong fund, which said that looking forward to 2122, it is expected that global economic growth will slow down from differentiation. At present, the main economies are shrinking, the economic prosperity index is further declining, and the world will usher in a new round of liquidity turning point. In the context of slowing growth, the upward pressure on inflation may be eased, the pace of interest rate hike by the Federal Reserve will slow down, and some emerging economies with better economic base are even expected to have a staged rebound in the second half of next year. China's economic growth is expected to continue to decline to stabilize. Real estate investment is facing downward pressure, consumption is expected to continue to form drag items, and there is a risk of falling back in exports. Although infrastructure investment has bottomed out, it is difficult to fully hedge, and economic downward pressure remains. It is estimated that China's real GDP growth in 2122 will be 5.4%. Prices generally fell steadily, or there was structural disturbance. CPI growth is expected to be 2.3% and PPI growth to be 2.3%. A shares are expected to bottom in stages. At present, the overall valuation of a shares is at the botto2016海峡天机诗歌 m of history, and the equity risk premium is close to the top of history, which implies opportunities in terms of space. At present, A-share is in the process of policy transmission to market bottom, and the period of rapid market decline is basically over. The end of 2122 is expected to transmit to the bottom of the market and the bottom of the profit. The key verification point is the emergence of the turning point of the credit end. In the future, if there is an upward inflection point in the credit data, the market is expected to see the bottom in stages. There is still downward pressure in the medium term of the economy. We are optimistic about the infrastructure industry chain and the real estate sector benefiting from the steady growth policy.