???11.5??????????
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??2?20??????(???????????? ??)11????????,????????????????????6????????????????2024???11.5???,?????????????????????????,????2013??2.1????????????????11???
??????????,2024?????,?????????????????GDP????????5.2%?5.1%?????????5.4%,??,????????????????11.5????????????,???????????????????????????
“??,?????‘?????????’?”???????????????????????????,???,?,????????????????;??,????????????????????,???????????10?P,??????????;????????????????,??
??????????????????????,???????????????????????????????????????2013????71.2?2024????843.7?;?????2013?????????????3500????????2024?????????1???????????????;??227???,???1155???????????????,???1.43??????
????????????????????,?????????,??????300????????,????????????????????5800???,???????????25%?
????????????????????,??????,??????????????????????????2025????,????????“????”,??,?“???????????”?????????,???????????????,?????????????,?????? ??????????????????:???????????
?????????
????????11.5???????????????????????
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- 1MSCI??????????“??”????
- 2?????????????????????
- 3??????????????PMI????
- 4??:????????7000????OLED??
- 5?????????????????????
- 64?3?22?????????
- 7?????????????????????
- 8?????????????????????
- 9??????????????????
- 10???????????????????
- 11??:??????????????
- 12?????????????????????
- 13?????????????????????
- 14“???”?“???”,?????????????
- 15??????GM??:???????????
- 16??2?????????:?????????
- 17????????????????“??”
- 18??????????????????
- 19??????????????????????
- 20?????????????????????