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外媒:世界经济长五汁饮 期增长看中国 现在是投资中国最佳时机


更新日期:2018-08-09 13:05:27来源:网络点击:1146849

原标题:外媒:世界经济长期增长看中国 现在是投资中国最佳时机

中国日报网8月9日电 中国经济怎么样?在贸易战乌云笼罩下,中国经济将如何发展?在海外投资者看来,世界经济的长期增长仍然离不开中国的贡献,而眼下可能正是投资中国的最佳时机。

美国有线电视新闻网(CNN)8日援引投资公司智慧树研究主管杰里米·施瓦茨的话称,未来世界经济的长期增长将源自中国。他尤其关注中国科技行业的发展,认为投资者无需为中国科技股近期表现所困扰,目前或是投资中国科技企业的最好时机。

施瓦茨认为,由于中国经济未来将向消费导向转型,5到10年内,中国消费科技领域将有望实现大幅增长。此外,中国也在科技行业投入了大量的资源,希望在2020年实现5G的大规模商用,国内主要几大运营商也都力争实现这一目标,虽然目前不少中国科技股由于愈演愈烈的贸易战局势而承压,但从另一个角度来说,目前也正是投资它们的大好时机。

近期,中美贸易战局势不断升级,美国贸易代表办公室7日宣布,将从8月23日起对160亿美元中国输美产品加征25%的关税。对此,中国政府决定对160亿美元自美进口产品加征25%的关税,并与美方同步实施。

在施瓦茨看来,贸易战的升温,很有可能会给美国股市的未来走势构成压力。

“如果能够达成切实的协议,我们或许能够让股市再上涨10个百分点左右,”他补充道,“另一方面,如果局势真的恶化到一定的地步,股市就有可能经历10%左右的下挫。”

(编辑:涂恬 王辉)

Why now is the best time to invest in China

Don't be fooled by the recent poor performance of Chinese tech stocks.

That's the advice Jeremy Schwartz, WisdomTree's director of research, has for investors thinking ahead.

"The long-term growth of the world economy is coming from China," Schwartz told CNN's Chief Business Correspondent Christine Romans on "Markets Now" on Wednesday.

Schwartz expects to see a lot of growth in China's consumer tech sector in the next five to 10 years as the country pivots to a more consumer-focused economy.

China is pouring resources into its tech sector. The government wants 5G deployed on a large commercial scale by 2020, and China's major carriers have all promised to meet that goal.

And now may be the best time to invest in companies like Tencent (TCEHY) and Alibaba (BABA), whose stock price has been driven down by an escalating trade war that shows no sign of slowing down.

On Wednesday, China announced plans to put tariffs of 25% on US products worth $16 billion, a day after the Trump administration shared its own list of roughly $16 billion worth of imports from China that will be hit with 25% tariffs.

Though Wall Street has responded mildly to the escalations, Schwartz noted that the trade war has probably dampened the market overall.

"If we got an actual deal, we could see a 10% move," he said, adding "it's always hard to see exactly what's priced in."

On the other hand, "if it goes really, really badly, you could see a 10% fall."


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