瑞银胡一帆：有现金的时候不要等，机会是永远等不到的
外资涌入中国市场的情况，已经从新闻变为了平常事。外资这种选择，来自全球资产价值比较。仅从国债收益率来看，中国的国债收益率远高于美国，更是零利率和负利率的欧洲所不能比，这刺激全球资金向回报丰厚的中国市场流动。相比于此，更主要的是，中国 2030 年远景目标实现的概率非常高，甚至超预期实现，这从资产角度来说，意味着中国资产巨大的升值空间。
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