ts were up 21.7 percent, and imports of consumer goods grew 5.4 percent.Li Changan, a professor at the Academy of China Open Economy Studies at the University of International Business and Economics,
谨慎，需求端负反馈仍持续，PE库存去化或放缓...
优质中国AI股票。政策层面仍然支持AI发展和科技创新，随着市场情绪及基本面改善，盈利、估值和仓位有望逐步回升。观点称，中国互联网行业目前12个月远期市盈率约为13倍，已接近DeepSeek发布前的水平，当前估值尚未充分反映过去一年AI投资及变现带来的收益。预计MSCI中国今年每股盈利增速约为13%，科技板块盈利增速有望达到20%至25%。责任编辑：王永生
mbers — it reflects the strong rebound of domestic production and demand, along with China's deepening integration into global supply chains," Wang Peng, an associate research fellow at the Beijing Ac
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