Yahoo Entertainment - March 25, 2025
【財訊快報／劉敏夫】外電報導指出，高盛集團方面表示，在今年中國股票上漲約20%之後，預計還會有更多基本面驅動的上漲，不過重申牛市可能因事件風險和獲利回吐壓力而放緩。Kinger Lau等高盛分析師在報告中指出，根據對投資者的調查研究，基於宏觀、政策等方面的原因，股票投資者似乎對美國關稅擔憂感到輕鬆，原因可能是一些投資者相信相較貿易戰1.0，中國當前似乎更有能力因應外部需求逆風，因對美國直接出口的減少和產品競爭力的提高。同時，在關稅的新聞下，人民幣匯率總體保持穩定，此外，雙方有在未來幾個月達成全面協議的可能性並導致…
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