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Hao HONG 洪灝, CFA
@HAOHONG_CFA
Person of the Year-Bloomberg BW;3xChina’s Most Influential Economist;3xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg
Joined May 2009
932
Following
356.5K
Followers
Hao HONG 洪灝, CFA
@HAOHONG_CFA
2026.10.17 09:55
【洪灝与瑞士宝盛的月度对话】近日全球市场大幅波动,再次引发市场对消费信心、政策刺激力度以及经济增长前景的广泛讨论。 数据释放了哪些经济讯号?房地产市场能否企稳复苏?科技发展战略与出口前景将如何影响增长动能?与此同时,贸易摩擦持续升温,又将为中国市场及投资环境带来哪些挑战与机遇?展望第四季度,什么时候反弹?有什么样的风险?市场共识忽略了什么?有哪些板块值得投资者关注?(中文版并非英文版的简单翻译) 今夜秋风至,火烧上弦月。
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