券商︰中國GDP易達標 市憂第四季無政策托市 籲明年設高目標

中國第三季經濟數據改善,但自國統局公布數據後的三天內,上证综指卻累跌3.3%,在近一年內首次失守3000點。中銀國際證券報告指,「穩增長需要先穩政策預期」,雖然第三季內地經濟數據明顯好於第二季。但恰恰因為第三季經濟數據不錯,全年5%經濟增長目標實現的把握較大,市場對後續穩增長政策的預期明顯減弱,市場情緒因而轉冷。為了穩定各方預期,該行指,今年偏低的GDP 增速目標帶來的弊端已經顯現,2024年GDP 增長目標應該更加進取,爭取高於今年目標。



Source link

Visited 1 times, 1 visit(s) today

Related Article

Is Taiwan Semiconductor Stock Going to $500?

Taiwan Semiconductor Manufacturing (TSM 4.37%), popularly known as TSMC, is a key player in the global artificial intelligence (AI) infrastructure ecosystem, manufacturing chips for all the major companies that design AI chips. This explains why TSMC stock has delivered healthy gains of 104% to investors over the past year, significantly outperforming the S&P 500‘s 15%

Get ready for stock market volatility…

Image source: Getty Images The stock market’s never dull, but it feels especially volatile at the moment. A rapidly-evolving situation in the Middle East means share prices are moving even more violently than usual. Sharp declines caused by temporary concerns can be buying opportunities and there are a couple of things investors can do to

6 Reasons Stocks Are Primed to Rally After Weeks of Chaos: Jefferies

Investors can’t seem to catch a break in 2026, but Jefferies says the pain should soon be over and that stocks are poised to surge. Major stock indexes fell on Friday after data from the Bureau of Labor Statistics showed the US economy lost 92,000 jobs in February, well off economists’ expectations for a gain

1 S&P 500 ETF to Buy With $1,000 and Hold Forever

Investors are making the right choice by putting money to work in the stock market. Over long periods of time, it has proven itself to be a great tool at building wealth. There’s no index that’s more closely watched than the S&P 500. Luckily, investors can choose from many exchange-traded funds (ETFs) when figuring out

Get ready for a violent stock market crash, says this billionaire investor!

Image source: Getty Images The stock market has been chugging along nicely over the last few years, with both the S&P 500 and FTSE 100 hitting record highs. But with valuations getting stretched and geopolitical tensions rising, fears of a new incoming crash are starting to spread. And just last month, billionaire investor Ray Dalio

They’re Simpler Than You Think

Putting together a proper strategic plan to battle the forces which many expect will impact markets on a given year is easier said than done. Indeed, we’re not even three months through this year, and we’ve already seen three major conflicts initiated by the Trump administration in foreign countries, something that hasn’t been seen in

With Israel’s arms industry, the Tel Aviv Stock Exchange is soaring

The booth of Israeli company Elbit Systems at the Paris Air Show at Le Bourget airport, June 16, 2025. BENOIT TESSIER / REUTERS On Wednesday, March 4, the defense company Elbit Systems became the highest-valued company listed on the Tel Aviv Stock Exchange following a further 5% surge in its share price. Its market capitalization

Is Grab Holdings (GRAB) A Bargain After Recent Share Price Slide?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE. If you have been wondering whether Grab Holdings at around US$3.98 is a bargain or a value trap, you are not alone. This article is designed to help you frame that question clearly. The stock is

How The BHP Group (ASX:BHP) Narrative Is Shifting With New Targets And Project Updates

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. BHP Group now carries an updated fair value estimate of A$51.98, compared with A$51.72 previously, refining how analysts are recalibrating their price targets. Across London, Australia and the U.S., recent target moves in US$ and

Market Turbulence Ahead? Take Shelter With 2 Handpicked TSX Stocks

Source: Getty Images Written by Karen Thomas, MSc, CFA at The Motley Fool Canada A stock market crash is a sudden and dramatic drop in the value of stocks. Throughout the history of stock markets, there have been quite a few stock market crashes. This is the nature of stock markets and is to be

Robinhood supports Trump accounts for every newborn, CEO says

Robinhood (HOOD) wants to capture the next generation of investors before they can crawl. Speaking directly to President Trump at a White House summit regarding the “Trump Accounts” Initiative, Robinhood CEO Vladimir Tenev said the trading platform is “ready to support the program.” The company possesses the “resources and people that can do whatever is

Why Newmont Stock Dropped Over 10% This Week

Barely a week after posting record numbers for 2025, shares of Newmont (NYSE: NEM) are getting punished. The gold stock plunged this week, dropping 13% at its lowest point in trading through 11 a.m. ET Friday. You’d expect the price of gold, a “safe haven” asset, to rise amid the ongoing conflict in the Middle

Marvell Technology upgraded to ‘Buy’ by Bank of America as shares surge on Q4 report

Marvell Technology upgraded to ‘Buy’ by Bank of America as shares surge on Q4 report Proactive uses images sourced from Shutterstock Marvell Technology Group Ltd. (NASDAQ:MRVL) has been upgraded to a ‘Buy’ rating by Bank of America analysts following the company’s fourth quarter earnings report, as investors reacted positively to the company’s outlook and growth

Will Target Stock Soar in 2026?

Don’t call it a comeback yet, but shares of Target (NYSE: TGT) are up 25% so far this year. There’s a bit of optimism surrounding the Minnesota-based retailer after prolonged backlash and declining sales. Is Target actually turning around, and will the stock continue to soar in 2026? Target’s fourth quarter 2025 net sales were

Top Stock Picks Jefferies Says Are in the ‘Discount Bin’ After AI Fears

Jefferies says the AI fear trade has pushed a handful of solid stock picks into the “discount bin.” Stocks in a range of industries have been hit by worries about tech-fueled disruptions to businesses and the economy. Jefferies, like many top Wall Street firms, says that while AI will disrupt some parts of the economy,

0
Would love your thoughts, please comment.x
()
x