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2014年,中国A股以全年近53%的涨幅领涨全球,今年4月末,中国上证综指时隔7年后再度触及4500点。原摩根大通首席股票策略师、现美国市场研究公司Fundstrat创始人托马斯·李认为,中国股市去年以来的持续走牛是一个积极的迹象,表明投资者对中国经济变得乐观。美国对冲基金GSB奖台基金创始人兼总裁郭胜北表示,从2014年开始,中国股市给出史上最佳的表现,这与中国改革成果已见成效密不可分。美国金瑞基金常务董事布伦丹·埃亨表示,中国经济的转型过程必然会令部分工业产业承压,也必然会对其他产业形成利好之势。互联网等新兴产业发展、国企转型以及内需提升都将是未来中国经济发展的新引擎。
In 2014, China A-shares led the world with an increase of nearly 53% in the whole year. At the end of April this year, China’s Shanghai Stock Exchange again touched 4,500 points after a lapse of seven years. Thomas Lee, former JPMorgan chief equity strategist and now founder of Fundstrat, a U.S. market research firm, believes that continued bullishness in Chinese stocks since last year is a positive sign that investors are optimistic about China’s economy. Guo Shengbei, founder and president of the US hedge fund GSB Podium Fund, said that from the beginning of 2014, China’s stock market gave the best performance in history, which is closely linked with the successful outcome of the reform in China. Brendan Ahern, managing director of the United States Jinrui Fund, said that the process of China’s economic transformation will inevitably under pressure some industries and will certainly create favorable conditions for other industries. The development of emerging industries such as the Internet, the transformation of state-owned enterprises and the improvement of domestic demand will all be the new engines of China’s economic development in the future.