Description
近几周，四中全会及中美高层会谈相继圆满落幕，会议释放的政策信号与市场此前预期基本相符。从长期来看，中国对内需发展和科技创新的聚焦，叠加为期一年的中美贸易“停战”等安排，为投资者带来了哪些关键启示？展望2026年港、A股市场的前景，这些因素又能否助力牛市的持续？ 与此同时，近期中美股市及黄金价格出现回落，美元则有所走强，短期走势看似与原有趋势背离。这一轮调整背后的驱动因素是什么？在当前环境下，投资者又应如何科学布局长远配置？ 本期《市场透视》播客（于2025年11月6日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况。
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