交银国际发今年市场展望报告表示,全球经济正步入周期转换阶段。货币政策由紧转松,金融体系流动性迎来改善。然而地缘形势、贸易保护主义抬头等结构性挑战暗流涌动,后紧缩时代下的增长格局面临政策宽松与结构性挑战的博弈,投资者唯有谋定而后动,方可在变局中把握先机,而非简单依循传统的顺周期投资逻辑。 该行预计2025年股市既有支撑,也面临扰动,建议均衡配置。保险股方面:资负两端均面临较高基数,但兼具防御性与弹性...
Source Link交银国际发今年市场展望报告表示,全球经济正步入周期转换阶段。货币政策由紧转松,金融体系流动性迎来改善。然而地缘形势、贸易保护主义抬头等结构性挑战暗流涌动,后紧缩时代下的增长格局面临政策宽松与结构性挑战的博弈,投资者唯有谋定而后动,方可在变局中把握先机,而非简单依循传统的顺周期投资逻辑。 该行预计2025年股市既有支撑,也面临扰动,建议均衡配置。保险股方面:资负两端均面临较高基数,但兼具防御性与弹性...
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