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观察中美竞争影响的新角度

中美之间的竞争对您的投资组合意味着什么?

特朗普政府一直在贸易领域挑战中国。不过,即使特朗普总统离开白宫,中美在经济和战略方面的竞争关系可能在未来继续造成两国关系紧张。

据《商业内幕》报道,高盛为帮助投资者追踪中美关系的信息,研发出一个“关系晴雨表”,用来衡量投资者在美中贸易、技术、资本市场和地域政治等方面的风险。

《商业内幕》援引高盛给其客户的建议“仅仅关注美中贸易摩擦,不足以满足投资者了解美中关系的复杂性并评估风险与回报。”

受冲击的行业

华盛顿的部分鹰派人士呼吁转移建立在大陆地区的西方各国高科技科技产品供应链。

高盛并不认为两个国家的经济关系会完全破裂。这家投行认为,两国紧张局势对行业的影响因行业而异。

高盛认为在美国证券交易所上市交易的中国科技公司可能面临最大的压力。

不过我认为专注于消费者必需品和医疗保健领域的中国公司有更少的可能受到外交关系的影响。

结论

国际货币基金组织最新的全球经济增长预测中,对中国经济增速的预估为5.6%。

截至7月6日,中国的上证综合指数和沪深300指数分别上涨了约10%和15%。

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