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| Keyword：中國 經濟增長 |
| Concept：中國經濟增長 , 果斷改革措施維 |
| 國際貨幣基金組織(ＩＭＦ)周三(７月１７日)在最新公布的報告中稱，中國需要新一輪的果斷改革措施，才能維持成功的經濟成長，因在國內問題加劇之際，中國的安全界限縮窄。 |
| 周期股大漲是因為市場憧憬中央出台經濟刺激政策,姑且不論是否有這樣的政策出台。即使有,像４萬億這樣的超級寬松政策對經濟的刺激作用都很短暫,且帶來的後遺症數不勝數,更小型的刺激政策對經濟幾乎不會產生影響。中國經濟靠這樣鴉片式的刺激已經走上窮途末路,只有下決心調結構,並讓利益相關方讓出利益,才是正道。因此,投資者應逢周期股大漲時果斷拋出,並等待成長股的回調機會。 |
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