2025年度策略系列报告“碧海潮生,日出东方”:转机何在

华福证券
Dec 15, 2024

(以下内容从华福证券《2025年度策略系列报告“碧海潮生,日出东方”:转机何在》研报附件原文摘录)投资要点:展望2025,国内经济或在政策推动下渐进式复苏,部分行业或率先完成供给侧出清、走出“通缩”。海外层面,美国经济整体预期或好于欧洲,库存周期维持弱向上;但同时不确定性尚存,关税潜在冲击,日本加息不及预期等值得注意。总量分析外,我们还希望捕捉2025年的潜在的结构性机会,为投资者提供超额收益。...

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