外媒：世界經濟長期增長看中國 現在是投資中國最佳時機

中國日報網8月9日電中國經濟怎麼樣？在貿易戰烏雲籠罩下，中國經濟將如何發展？在海外投資者看來，世界經濟的長期增長仍然離不開中國的貢獻，而眼下可能正是投資中國的最佳時機。

美國有線電視新聞網（CNN）8日援引投資公司智慧樹研究主管傑里米·施瓦茨的話稱，未來世界經濟的長期增長將源自中國。他尤其關注中國科技行業的發展，認為投資者無需為中國科技股近期表現所困擾，目前或是投資中國科技企業的最好時機。

施瓦茨認為，由於中國經濟未來將向消費導向轉型，5到10年內，中國消費科技領域將有望實現大幅增長。此外，中國也在科技行業投入了大量的資源，希望在2020年實現5G的大規模商用，國內主要幾大運營商也都力爭實現這一目標，雖然目前不少中國科技股由於愈演愈烈的貿易戰局勢而承壓，但從另一個角度來說，目前也正是投資它們的大好時機。

近期，中美貿易戰局勢不斷升級，美國貿易代表辦公室7日宣布，將從8月23日起對160億美元中國輸美產品加征25%的關稅。對此，中國政府決定對160億美元自美進口產品加征25%的關稅，並與美方同步實施。

在施瓦茨看來，貿易戰的升溫，很有可能會給美國股市的未來走勢構成壓力。

「如果能夠達成切實的協議，我們或許能夠讓股市再上漲10個百分點左右，」他補充道，「另一方面，如果局勢真的惡化到一定的地步，股市就有可能經歷10%左右的下挫。」

（編輯：塗恬 王輝）

Why now is the best time to invest in China

Don"t be fooled by the recent poor performance of Chinese tech stocks.

That"s the advice Jeremy Schwartz, WisdomTree"s director of research, has for investors thinking ahead.

"The long-term growth of the world economy is coming from China," Schwartz told CNN"s Chief Business Correspondent Christine Romans on "Markets Now" on Wednesday.

Schwartz expects to see a lot of growth in China"s consumer tech sector in the next five to 10 years as the country pivots to a more consumer-focused economy.

China is pouring resources into its tech sector. The government wants 5G deployed on a large commercial scale by 2020, and China"s major carriers have all promised to meet that goal.

And now may be the best time to invest in companies like Tencent (TCEHY) and Alibaba (BABA), whose stock price has been driven down by an escalating trade war that shows no sign of slowing down.

On Wednesday, China announced plans to put tariffs of 25% on US products worth $16 billion, a day after the Trump administration shared its own list of roughly $16 billion worth of imports from China that will be hit with 25% tariffs.

Though Wall Street has responded mildly to the escalations, Schwartz noted that the trade war has probably dampened the market overall.

"If we got an actual deal, we could see a 10% move," he said, adding "it"s always hard to see exactly what"s priced in."

On the other hand, "if it goes really, really badly, you could see a 10% fall."

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