by Julius Baer
“市场透视”是一档专家访谈系列节目。来自全球各地的专家将在节目中分析全球市场动态，并分享他们的重要见解和投资策略。在每一期节目中，我们将针对不断变化的经济和市场格局，穿越迷雾，看透本质，为您带来切实可行的投资建议和宏观研究成果。 本播客节目所含信息属营销资料。所述观点不构成独立的金融/投资研究结果，亦不构成投资建议或瑞士宝盛购买或出售证券的要约。
Language
🇨🇳
Publishing Since
7/6/2021
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March 6, 2025
<p>全国两会于近日拉开帷幕，所释出的经济目标数字与政策信号亦总体符合经济学家的预期。与此同时，美国政策的持续调整仍在扰动全球宏观经济格局。在此背景下，港股继续稳步上扬并明显跑赢A股，美股的反应则较为消极。我们该如何理解当前行情背后的逻辑？最近一系列的关税变动又对美元未来的走势意味着什么？</p><p><br></p><p>本期播客（于2025年3月6日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。</p>
February 27, 2025
Simon Song interviews Jonathan Liang, Head of Fixed Income Investment Team at Morgan Asset Management Asia (ex-Japan), about navigating the current fixed income market and the latest trends in corporate credit.
February 9, 2025
<p>除“春节行情”效应外，近期中国股市回升的背后存在着三大潜在推动力：美国总统特朗普加征关税的影响弱于市场预期；DeepSeek的横空出世令国内市场信心显著回升；以及随着三月全国两会临近，政策宽松预期持续升温。这些因素共同构筑了当前市场的上行动能。</p><p><br></p><p>本期播客（于2025年2月7日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。</p>
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