CICC: In 2025, U.S. assets are not lacking, while Chinese assets will still be primarily structural

Wallstreetcn
2025.01.02 00:30
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CICC analysis believes that U.S. assets will perform well in 2025, while Chinese assets will still be dominated by structural characteristics. The U.S. credit cycle is gently restarting, and the macro pillars formed in the past few years will continue to drive growth and the market. If Trump's policies are further strengthened, it may widen the gap between the U.S. and other markets, and attention should be paid to the upward risks it brings