??????????2????21??? ??,??,???«?»,??????,??????????????????????????,??????????,??????????????????????????????,?????????????5??
1.?
2022????7????,????????????,2016???????????????????????8???2017???????????1?????????????????,?????????????????????????????,????100%?????????????,???????????????????????,????????2016??10???12???????????,?????????,????????????2300?,??????????????400??2022?9??,?????
2024?????????????1?????,????????????????????????????,???
2.???????????
2021??6???????????,????????????????????????????,2009?????????????????????2014??,?????????????????,?????????????,?????????????????????????,?60?????????????????????,?1.4??,????????????296????????
2022??????????9?,???????????????
3.???
2022??1????,???,2018??6?????????????????2019?4????,????169?,???????????????????,???????,??????????????????????????,?2.69??????????????2022??????????7??????????????,????????????????????????,??????????????27?????????????????
2024???????????8??,??????????????,????????????????????????
4.??
2019????????????????????1??????????????,??????,2016????2019???,????,???,???????????,??????????????????????????????????????,????,?“????????????”????????????????????????????,?????????,???????????,??5.3?????,??????????????????????15??
2023?3??,?????????15?,?????
5.?
2022???????????7????,???????,2020?5???,??,?,???????????????????????????????,?????????????,???????????????????195??,??????????????????35????2023?1?,??????????????????????????
2024???????6??????????????????,??????? ????????????:???
????????????????????
??????????????????
????????????:???????
MSCI??????????“??”????
??????:?????????????
??????????????PMI????
?????:??&????????????
??????????????????????
?????:??&????????????
????????????????????
??????????????????????
??????GM??:???????????
“???”?“???”,?????????????
?????????????????????
????????????????:?????
??????????????12???
?????????????????????
??????????????????
4?3?22?????????
????????10?50????????
??????????????????
??????????????12???
?????????????????????
??????:??2??6??????????
ISM??????????????