木 (Lumber) 加自选

2024年，阿根廷的Merval指数飙升172.52%，达到2533635点，这得益于哈维尔·米利政府的宏观经济改革、外国投资者兴趣的上升以及重返全球资本市场的进展。关键措施包括财政调整、放松管制和稳定经济的努力，这使国家风险从2000点降至650点。公司盈利的改善（+490%）和相对于拉丁美洲平均水平的20%的估值折扣吸引了投资者，推动市值增长了620%。行业驱动因素包括积极的能源贸易平衡，到十年末，石油出口预计将达到每天55万桶，这得益于管道容量的扩大。Vista、Edenor和Ternium等公司成为主要投资目标。市场参与者仍持谨慎乐观态度，强调政策连续性和宏观经济平衡对持续增长至关重要。

Argentina's Merval index surged 172.52% in 2024 to reach 2,533,635, propelled by macroeconomic reforms under Javier Milei's administration, rising foreign investor interest, and progress toward reintegration into global capital markets. Key measures included fiscal adjustments, deregulation, and efforts to stabilize the economy, which lowered country risk from 2,000 to 650 points. Improved corporate earnings (+490%) and a 20% valuation discount relative to the Latin American average attracted investors, driving a 620% rise in market capitalization. Sectoral drivers included a positive energy trade balance, with oil exports projected to hit 550,000 barrels per day by decade's end, bolstered by expanded pipeline capacity. Companies like Vista, Edenor, and Ternium emerged as key investment targets. Market participants remain cautiously optimistic, emphasizing policy continuity and macroeconomic balance as vital for sustained growth.