超级军网中美战略与经济对话合照小插曲
来源：百度文库 编辑：超级军网 时间：2024/04/28 08:28:26
7月27日，首轮中美战略与经济对话在美国华盛顿开幕。在拍完全体照后，美国财政部长盖特纳（右）向中国国务院副总理王岐山指引会议室的方向7月27日，首轮中美战略与经济对话在美国华盛顿开幕。在拍完全体照后，美国财政部长盖特纳（右）向中国国务院副总理王岐山指引会议室的方向
尴尬
尴尬什么
向左走，向右走。呵呵
老王：三季度GDP估计增长9%。回见。
老盖：你说什么呢？我没听清啊。回来。
:D:D
老盖：你说什么呢？我没听清啊。回来。
:D:D
:D:DMerrill Lynch hikes China growth forecast
Jul 27, 2009, 11:30 p.m. EST
http://www.marketwatch.com/story ... forecast-2009-07-27
TOKYO (MarketWatch) -- While the jury is still out on whether China can sustain its pace of growth, one already optimistic forecast just got even brighter, which could be good news for investors in mainland Chinese shares.
Bank of America Merrill Lynch raised its forecast Monday for the world's third-largest economy to grow 8.7%, from 8.0% previously. Recent economic data "convinced the market that China's recovery is real," said Merrill economist Ting Lu in a note.
"For some time our 8.0% growth forecast for 2009 marked the top of [the] forecasting range, and was even deemed as controversial and unrealistic," Lu said. "What a difference two quarters make! Recent data suggests that China surpassed our expectations."
Merrill now expects China's gross domestic product to grow 9.2% in the third quarter and 11.3% in the fourth quarter. It also raised next year's growth rate to 10.1% from 9.6%. :D:D
Earlier this month, China reported its economy increased by 7.9% in the second quarter. See full story on China's economic growth data.
"The growth rate confirmed that the government's massive stimulus measures, which include fiscal expenditure and rapid credit expansion, have supported the economy, although exports continue to decline," said Charles Ma, an investment specialist at Fortis Investments in Hong Kong.
"Policies promote domestic consumption, including subsidies for household appliances, have also resulted in stable growth in the retail sector," Ma said in a recent report.
New vehicle sales in China, for example, jumped 36.5% in June from a year earlier, marking the fourth straight month that vehicle sales have topped 1.1 million units, according to data released earlier this month. See full story on Chinese auto-sale data.
Domestic demand-focused stimulus efforts should also help companies such as Chinese Internet portal Sohu.com Inc. /quotes/comstock/15*!sohu/quotes/nls/sohu (SOHU 59.50, +0.43, +0.73%) , which benefits through its online advertising.
"Automobiles and Fast-Moving Consumer Goods are the two leading growth segments" for Sohu, said J.P. Morgan Securities analyst Dick Wei in Hong Kong, who has an overweight rating on the stock. But he removed it from the firm's focus list because its next big game will be delayed for about nine months to the third quarter of 2010.
Sohu said Monday its net profit for the three months ended June 30 fell 23% to $30.9 million, or 79 cents a share, from $40.2 million, or $1.02 per share, a year earlier. But the results still beat forecasts: Analysts had expected a net profit per share of 72 cents, according to Thomson Reuters.
Railways in focus
Some analysts have voiced concern that China could face a "W"-shaped recovery, with another downturn coming, as growth in government-led fixed-asset investment eases to around 10% over the next 12 months.
But even if growth slows, some segments will surely continue to benefit from the stimulus. One of those areas is domestic transportation.
"We expect four regional railway hubs to emerge, covering 80% of the population and 87% total China GDP. The railways should regain share of the transportation system on the back of mass investment in new line expansion and upgrades," said Morgan Stanley analysts Kate Zhu, Bin Wang and Kevin Luo.
China Railway Group Ltd. /quotes/comstock/22h!e:390 (HK:390 7.23, +0.08, +1.12%) is their top pick in the sector, given its attractive secular trend and relatively reasonable valuation, they said in a research report.
On Tuesday, the Hang Seng China Enterprises Index, or H-share index, which tracks mainland Chinese shares traded in Hong Kong, was up 0.4%, against a mostly downbeat regional backdrop.
Hong Kong's benchmark Hang Seng Index was up 0.2%, while the Shanghai Composite Index was down 0.6%.
Elsewhere around the region Tuesday, Taiwan's benchmark Taiex was up 1.2%, South Korea's Kospi was down 0.3%, and Australia's S&P/ASX 200 was up 0.2%.
Japan's Nikkei 225 Average ended the morning session down 0.3%.
Jul 27, 2009, 11:30 p.m. EST
http://www.marketwatch.com/story ... forecast-2009-07-27
TOKYO (MarketWatch) -- While the jury is still out on whether China can sustain its pace of growth, one already optimistic forecast just got even brighter, which could be good news for investors in mainland Chinese shares.
Bank of America Merrill Lynch raised its forecast Monday for the world's third-largest economy to grow 8.7%, from 8.0% previously. Recent economic data "convinced the market that China's recovery is real," said Merrill economist Ting Lu in a note.
"For some time our 8.0% growth forecast for 2009 marked the top of [the] forecasting range, and was even deemed as controversial and unrealistic," Lu said. "What a difference two quarters make! Recent data suggests that China surpassed our expectations."
Merrill now expects China's gross domestic product to grow 9.2% in the third quarter and 11.3% in the fourth quarter. It also raised next year's growth rate to 10.1% from 9.6%. :D:D
Earlier this month, China reported its economy increased by 7.9% in the second quarter. See full story on China's economic growth data.
"The growth rate confirmed that the government's massive stimulus measures, which include fiscal expenditure and rapid credit expansion, have supported the economy, although exports continue to decline," said Charles Ma, an investment specialist at Fortis Investments in Hong Kong.
"Policies promote domestic consumption, including subsidies for household appliances, have also resulted in stable growth in the retail sector," Ma said in a recent report.
New vehicle sales in China, for example, jumped 36.5% in June from a year earlier, marking the fourth straight month that vehicle sales have topped 1.1 million units, according to data released earlier this month. See full story on Chinese auto-sale data.
Domestic demand-focused stimulus efforts should also help companies such as Chinese Internet portal Sohu.com Inc. /quotes/comstock/15*!sohu/quotes/nls/sohu (SOHU 59.50, +0.43, +0.73%) , which benefits through its online advertising.
"Automobiles and Fast-Moving Consumer Goods are the two leading growth segments" for Sohu, said J.P. Morgan Securities analyst Dick Wei in Hong Kong, who has an overweight rating on the stock. But he removed it from the firm's focus list because its next big game will be delayed for about nine months to the third quarter of 2010.
Sohu said Monday its net profit for the three months ended June 30 fell 23% to $30.9 million, or 79 cents a share, from $40.2 million, or $1.02 per share, a year earlier. But the results still beat forecasts: Analysts had expected a net profit per share of 72 cents, according to Thomson Reuters.
Railways in focus
Some analysts have voiced concern that China could face a "W"-shaped recovery, with another downturn coming, as growth in government-led fixed-asset investment eases to around 10% over the next 12 months.
But even if growth slows, some segments will surely continue to benefit from the stimulus. One of those areas is domestic transportation.
"We expect four regional railway hubs to emerge, covering 80% of the population and 87% total China GDP. The railways should regain share of the transportation system on the back of mass investment in new line expansion and upgrades," said Morgan Stanley analysts Kate Zhu, Bin Wang and Kevin Luo.
China Railway Group Ltd. /quotes/comstock/22h!e:390 (HK:390 7.23, +0.08, +1.12%) is their top pick in the sector, given its attractive secular trend and relatively reasonable valuation, they said in a research report.
On Tuesday, the Hang Seng China Enterprises Index, or H-share index, which tracks mainland Chinese shares traded in Hong Kong, was up 0.4%, against a mostly downbeat regional backdrop.
Hong Kong's benchmark Hang Seng Index was up 0.2%, while the Shanghai Composite Index was down 0.6%.
Elsewhere around the region Tuesday, Taiwan's benchmark Taiex was up 1.2%, South Korea's Kospi was down 0.3%, and Australia's S&P/ASX 200 was up 0.2%.
Japan's Nikkei 225 Average ended the morning session down 0.3%.
人鬼兄就好鸟语[:a1:]
兄弟这是第几个ID了啊？{:3_80:}
兄弟这是第几个ID了啊？{:3_80:}
战略对话说美国会保障中国在美投资利益, 就是想中国再买美债吧, 本期经济学人封面就是说中国不买美债转买外国公司资产.;P
盖特纳：这位大爷，美国国债满100送50大酬宾了，您不来点？
王岐山：谢啦，我还是留点钱养老吧，拜拜了您哪
王岐山：谢啦，我还是留点钱养老吧，拜拜了您哪