橡树资本霍华德·马克斯:中国经济仍具备独特的结构性优势
news flash·2025-06-18 10:52
Core Viewpoint - Despite significant fluctuations in global markets, the Chinese economy demonstrates unique structural advantages, summarized by Howard Marks as the "1234" characteristics [1] Group 1: Economic Transition - "One" represents a single goal: China is gradually shifting towards a high-quality growth model [1] - The definition of "high-quality growth model" requires two transformations: green transformation and digital transformation, referred to as "Two" [1] - In both green and digital transformations, significant progress has been achieved by China [1]