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市场透视 Beyond Markets

与思睿集团月度对话 - 九月份

18 Sep 2023

Description

 过去几周中国密集的推出政策支持,虽然市场不至于大幅反弹,但起码暂缓了之前下跌的趋势。在首付放松、房贷利率下调以后,究竟卖房成绩如何?市场放这么多关注在房地产,最主要是因为行业的连锁效应很大,对于整体经济的影响投资者一般都很清楚,但是信托的爆雷则反映了金融方面的潜在风险,这究竟是独立事件还是会有更多同样的情况发生?另外,一系列的政策出台以后,市场似乎稳定下来,这是新一波牛市重启的序幕,还是只是一个沉闷横盘震荡期的开始?瑞士宝盛香港区研究部主管邓启志将联同思睿集团合伙人及首席经济学家洪灏先生讨论这几个重要问题。

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