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從香港黃小鴨看陸股投資
May 19th 2013, 14:25

荷蘭藝術創作家霍夫曼的黃色小鴨停留在香港維多利亞港,吸引大批人潮爭相與黃色小鴨合照,不過,日前黃色小鴨突然「洩氣」,令遊客相當訝異。

療癒系贏得高人氣,又載浮載沉的黃色小鴨,事實上與今年來大陸股市的走勢相當類似,瑞銀投信總經理李哲宏指出,自去年九月起陸股震盪走高,表現猶如精神飽滿的黃色小鴨。不過,僅有數據略低於預期,就讓市場擔憂是否陸股洩了氣,充分反映出市場對於經濟表現的高度預期。

李哲宏認為,只要通膨數據未明顯走揚,基本上政策基調仍是以「穩增長」為主軸,無論是貨幣、還是財政政策,皆會以穩中帶寬的方式進行,這些都是有利股市表現的政策支持力量。

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