Goldman Sachs: China will be the only major economy with positive growth this year, bullish bets on new energy vehicles and biotechnology in the long run

๊ฒŒ์‹œ๋จ: May 16, 2023 17:57
Goldman Sachs Asia-Pacific Chief Equity Strategist Timothy Moe said at a media conference that China may be the only major economy in the world that can achieve positive GDP growth in 2023, thanks to domestic policy support for economic recovery and other reasons.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
์žฌ๊ณ  ์‚ฌ์ƒ ์ตœ์ €, ๊ณต๊ธ‰์‚ฌ ์ ๊ทน์  ๊ฐ€๊ฒฉ ๋ฐฉ์–ด, ํ”„๋ฆฌ๋ฏธ์—„ ์ฃผ๊ฐ„ ๋ˆ„์  230์œ„์•ˆ/ํ†ค ๊ธ‰๋“ฑ [SMM ๋‚จ์ค‘๊ตญ ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน์œผ๋กœ ํ•˜๋ฅ˜ ๊ตฌ๋งค ์˜์š•์ด ์œ„์ถ•๋˜๋ฉฐ, ์‹œ์žฅ์ด ๋‹ค์‹œ ๋ƒ‰๊ฐ [SMM ํ™”๋ฒ ์ด ํ˜„๋ฌผ ๊ตฌ๋ฆฌ]
์˜ค๋Š˜ ํ™”๋ถ ์ง€์—ญ ํ˜„๋ฌผ 1ํ˜ธ ๋™ ์บ์†Œ๋“œ์˜ ์ตœ๊ทผ์›”๋ฌผ ๊ณ„์•ฝ ๋Œ€๋น„ ํ• ์ธํญ์€ ํ†ค๋‹น 260~140์œ„์•ˆ์œผ๋กœ, ํ‰๊ท  ํ• ์ธ์€ 200์œ„์•ˆ์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค 10์œ„์•ˆ ํ•˜๋ฝํ–ˆ๋‹ค. ํ‰๊ท  ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ ํ†ค๋‹น 104,490์œ„์•ˆ์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ ๋Œ€๋น„ 1,460์œ„์•ˆ ์ƒ์Šนํ–ˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๊ตฌ๋ฆฌ ๊ฐ€๊ฒฉ ํ•˜๋ฝ์œผ๋กœ ์ฃผ๋ฌธ ์ฆ๊ฐ€, ๊ฐ€๋™๋ฅ  ์ด๋ฒˆ ์ฃผ ๋ฐ˜๋“ฑ [SMM ์ „์„  ๋ฐ ์ผ€์ด๋ธ” ์‹œ์žฅ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
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Goldman Sachs Asia-Pacific Chief Equity Strategist Timothy Moe said at - Shanghai Metals Market (SMM)