4家百億元級私募談投資:2022年A股將好於美股 仍以結構性特徵爲主
格隆匯12月10日丨據證券日報,預判2022年,4家百億元級私募認爲:2022年A股市場仍將好於美股,市場全年仍會以結構性特徵爲主。近日,景林投資、星石投資、保銀投資和重陽投資向記者表示,四季度以來,全球主要國家發生了多起重大事件,對金融市場造成一定衝擊,全球股票、債券和大宗商品等都出現了回調,反映了投資者情緒出現了一定恐慌。不過,基於中國宏觀經濟將逐步企穩回升,和美國財政和貨幣政策將變得由鬆轉緊的預判,2022年中國股市的前景比美股更好。
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