日前,银华基金发布了二季度投资策略报告。报告中认为,中国经济良好的增长势头正在延续。尽管人民银行不断调升存贷款利率,但固定资产投资高位保持平稳增长,出口景气继续提升,规模企业利润增速提高,基建投资和装备需求增速超越市场预期,社会消费品零售总额增速略有提高,居民金融资产出现多元化倾向,银行贷款出现增速等。 Recently, Yinhua Fund released its second quarter investment strategy report. In the report, China’s sound economic growth is continuing. Despite the continuous increase of interest rates on deposits and loans, PBC kept its steady growth at a high level. The export boom continued to grow. The growth of profits of large-scale enterprises increased. The growth of capital investment and equipment demand exceeded the market expectations. The growth rate of total retail sales of social consumer goods was slightly Increase, diversified tendencies of residents’ financial assets and bank loan growth appear.