多家外资金融机构连续上调中国经济增速预期 智通财经7月26日电，中国二季度经济数据公布后，陆续有十多家外资金融机构或者国际投行上调了对 中国经济增长的预测，其中不少在半年内进行了连续调升。摩根士丹利在其年中展望报告中，将2025年 中国经济增速预期上调0.3个百分点，对明后两年的经济增速预期也分别上调0.2个百分点。大华银行上 调0.3个百分点，野村上调0.5个百分点。高盛上调0.6个百分点、 (央视新闻) ...

Core Viewpoint - Multiple international investment banks have raised their economic growth forecasts for China in 2025, reflecting increased market confidence and potential foreign investment inflows [1][2] Group 1: Economic Growth Forecasts - Morgan Stanley raised its forecast by 0.3 percentage points, Nomura by 0.5 percentage points, Goldman Sachs by 0.6 percentage points, UBS by 0.6 percentage points, and JPMorgan by 0.7 percentage points [1] - The upward revisions are attributed to improved external trade conditions and the resilience and vitality of the Chinese economy [1][2] Group 2: Macroeconomic Policies - Since the second quarter, China's macroeconomic policies have demonstrated foresight, coherence, and effectiveness, contributing to stable economic performance [2] - Key economic indicators support the upward revisions, with GDP growing by 5.4% year-on-year in Q1 and a composite PMI output index of 50.4% in May, indicating expansion [2] Group 3: Domestic Demand and Investment - Structural improvements in domestic demand are crucial for the optimistic outlook, with retail sales growing by 5.1% year-on-year in April and significant sales driven by the consumption upgrade policy [3] - Fixed asset investment increased by 4.0% from January to April, with equipment investment rising by 18.2% [3] Group 4: New Economic Drivers - The acceleration of new economic drivers is a significant factor in the revised growth forecasts, with high-tech manufacturing value-added increasing by 10% in April [3] - Notable growth in sectors such as aerospace and integrated circuits, along with substantial increases in the production of new energy vehicles and charging stations, highlight the ongoing transformation [3] Group 5: Overall Economic Outlook - The combination of stable macro policies, structural optimization of domestic demand, and strong new economic drivers forms a solid foundation for international capital's positive outlook on China [4] - The economy is undergoing a deep transformation, and while external uncertainties remain, the positive changes are expected to bolster confidence in addressing various risks [4]

上天天基金APP搜索【777】开户即可领98元券包 ，优选基金10元起投！限量发放！先到先得！ 国际投行摩根士丹利日前发布了中国经济及股市的年中展望报告。 在相关报告中，摩根士丹利上调了其对今年中国GDP增速预期0.3个百分点至4.5%，同时上调中国股指目标， 并建议通过精选个股和板块获取超额收益。 经济有望温和调整 摩根士丹利中国首席经济学家邢自强在最新报告中称，贸易摩擦暂缓，摩根士丹利上调了今年中国GDP预期， 但地产、消费等内需挑战仍在，新增政策支持或许温和克制。 具体来看，摩根士丹利将今明两年的GDP增速预测分别从此前的4.2%/4.0%上调至4.5%/4.2%。今年四季度GDP 同比增速将落在4.0%，高于此前预测的3.7%。在摩根士丹利新的基准情形下，美国今年对华关税的增幅将在 今明两年保持在当前30%的水平。但外部冲击的减少，也降低了增量政策出台的紧迫性。现行的政策框架旨在 为经济托底，同时渐进地去解决债务和经济失衡等结构性压力。 报告指出，预计二三季度决策层将利用好现有政策空间以及准财政工具来提振经济。后续随着关税以及抢出口 退坡对经济的影响显现，政府或将额外出台0.5万亿—1万亿人民币的财政 ...

【文/观察者网 邵昀】 "戴蒙的评论可被视为中美紧张关系缓和的进一步迹象。"《金融时报》23日在报道中写道。此前，中美在瑞士日内瓦举行经贸高层会谈，并发 布。商务部介绍，本次会谈取得实质性进展，双方大幅降低双边关税水平，并一致同意建立经贸磋商机制，以便在经贸领域各自关心的问题上保 持密切沟通，并开展进一步的磋商。 在北京之前，戴蒙此行先在上海出席了一年一度的摩根大通中国峰会，并发表讲话。《金融时报》说，今年与会的一位人士表示，戴蒙此次谈到 中国时态度"乐观"，还提到了中国科技发展的情况。 2025年5月22日，上海，摩根大通CEO杰米·戴蒙，在摩根大通第二十一届全球中国峰会期间接受彭博电视采访视觉中国 据彭博社22日报道，戴蒙峰会期间接受其采访表示，摩根大通是中国的"长期投资者"。"没错，现在有各种各样的问题引发担忧，但我们必须面对 现实世界，而不是理想世界，我们会继续增长。" 5月22日，应中国贸促会邀请，美国摩根大通集团董事长兼首席执行官杰米·戴蒙到访北京。英国《金融时报》23日注意到，戴蒙此行向中方官员 承诺愿"继续深耕中国资本市场"。《金融时报》评价，戴蒙的言论可被视为中美关系趋于缓和的"进一步迹象" ...