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吳淡如人生實用商學院

EP743【吳淡如X沈宏達】後疫情時代,跌慘的中國股市誰會先反彈?

06 Sep 2022

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回顧歷年中國股市行情走勢,影響層面包括政策、市場、經濟環境, 面對後疫情時代,陸股歷經兩年多來的整理與修正,仍然有不少投資人關注! 這一集邀請富蘭克林華美中國A股基金經理人沈宏達, 來幫大家分析中國股市下半年的走向, 在投資人的資金配置上,該如何佈局長期成長賽道? 究竟什麼是新三不確定性?對投資策略又有哪些專業建議? / 富蘭克林華美投信中國A股基金投資策略鎖定G.A.I.N,參與中國股市,聚焦成長契機: Giants產業龍頭:經濟逆風下,企業業績依舊堅挺 Agriculture農牧業:氣候異常與戰爭導致全球糧食面臨危機 Innovation聚焦創新科技:電動車、儲能具備長線需求動能 New Consumption新型消費:聚焦中國消費轉型升級 https://ftftfund.pse.is/4apccv -- Hosting provided by SoundOn

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