【中信证券裘翔：中国权益资产正迎来年度级别的牛市】金十数据5月28日讯，中信证券首席A股策略师裘翔指出核心观点，展望未来一年，中国权益资产正迎来年度级别的牛市。他表示，市场判断方面，预计从2025年四季度开始，全球主要经济体在经济和政策周期上将再次同步，推动A股与港股迎来指数牛市。行情风格方面，四年题材轮动风格将趋近尾声，下半年大盘绩优成长风格有望逐渐占优。行业配置方面，则选择不容易受到关税扰动的三大产业趋势，包括中国自主科技、欧洲重建国防与基建、中国完善社会保障并提振内需等。
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