中金作为一个咨询机构,错一两项很正常,但全部都错,也只一种本事,非一般人所能做到的!
2023年1月3日,中金发布了对2023年中国10大预测。
如今已是8月末,看看这些预测准不准。
1.M国衰退,中国全球率先复苏
2.A股、港股正收益,港股强于A股
3.疫情后消费复苏,通胀压力
4.货币紧缩政策,利率上涨
5.房地产销售面积正增长,房价局部有压力
6. 中国出口仍有压力
7.泛消费行业可能是超额收益
8.互联网、医疗行业反转复苏
9.海外资金逐步回流
10.人民币震荡走强
中金这份研报错的离谱,不忍直视。
除了第6条略为沾边外,其他9条完全是错误的,极其不靠谱。研究团队的水平不敢恭维。
其实,其他券商和投行的研报质量也好不到哪里去。你还信这些研报吗?
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