人民币资产确定性机会
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财通证券孙彬彬:看好中国企业全球竞争力与人民币资产中的确定性机会
Xin Lang Cai Jing· 2026-01-15 02:43
Group 1 - The core viewpoint emphasizes that despite overall macroeconomic uncertainties, there are localized opportunities that are certain [1][3] - The speaker expresses optimism regarding the global competitiveness of Chinese enterprises and the investment opportunities within Chinese assets [1][3] - The Chinese capital market is highlighted as a new area of focus, serving as a crucial channel for resolving existing issues and a key support for incremental growth [1][3]