{"id":2270,"date":"2024-10-02T03:31:41","date_gmt":"2024-10-01T19:31:41","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2270"},"modified":"2024-10-02T03:31:41","modified_gmt":"2024-10-01T19:31:41","slug":"%e6%b3%a2%e5%a3%ab%e9%a1%bf%e9%93%b6%e8%a1%8c%e5%93%88%e7%89%b9%e7%ba%b3%e7%89%b9%e5%8a%9b%e6%8e%a8%e5%9b%bd%e9%99%85%e8%82%a1%e5%b8%82%e4%b8%ba%e9%a6%96%e9%80%89%e4%b8%ad%e5%9b%bd%e6%8a%95%e8%b5%84","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2270","title":{"rendered":"\u6ce2\u58eb\u987f\u94f6\u884c\u54c8\u7279\u7eb3\u7279\u529b\u63a8\u56fd\u9645\u80a1\u5e02\u4e3a\u9996\u9009\u4e2d\u56fd\u6295\u8d44\u7b56\u7565"},"content":{"rendered":"

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\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>BofA\u2019s Hartnett Sees International Stocks Among Best China Plays<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-27
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

China\u2019s sweeping stimulus measures could drive a broad rotation into stocks outside the US, as well as emerging markets and commodities, according to Bank of America Corp. strategists.\u201cUnloved commodities \u2014 industrial metals, materials and international stocks\u201d are the \u201cbest rotation breadth plays,\u201d so long as the steps announced by Beijing keep the new floor for China\u2019s 10-year yields at 2%, the team led by  wrote in a note on Friday. Total stimulus could reach $560 billion, equivalent to more than 3% of China\u2019s GDP, the strategists said. At the same time, investors are the most underweight on commodities since June 2017, China equities are near a 50-year low versus their US peers, and Chinese property stocks are at levels last seen during the global financial crisis.Among the measures this week, China\u2019s central bank announced a cut to the  of cash banks must keep in reserve and a key policy-rate reduction. The nation\u2019s leaders also  up efforts to revive growth with pledges to support fiscal spending and stabilize the beleaguered property sector. Mainland and Hong Kong-listed shares have soared. The CSI 300 Index rose 4.5% on Friday, making the week\u2019s 16% gain the most since 2008. Other assets exposed to to the Chinese economy jumped, including commodities such as iron ore, as well as European mining and luxury stocks, which are highly dependent on Chinese demand.Barclays Plc strategists led by Kaanhari Singh reiterated their preference for China over India. \u201cEver since the disappointment of the China reopening rally in November 2022, it has paid to fade market hopes of a sustainable China turnaround,\u201d they said. \u201cBut we now think China is serious about tackling its structural issues. This could be big.\u201d <\/pre>\n
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