引言 黄金/银行/资源/公用等“安全资产”已经步入第5年牛市!在逆全球化趋势未根本性反转之前,“安全资产”每一次调整都是买入的窗口期。《6月脉冲》已经兑现,“7月混沌”或将开启:《美丽大法案》提高债务上限后,警惕超发美债导致的流动性冲击!在美联储降息/扩表之前,继续增配反脆弱的“安全资产”。 核心观点 1、在成长风格的快速轮动中,“安全资产”悄然迎来第5年牛市 今年AI/机器人/新消费/创新药等...
Source Link引言 黄金/银行/资源/公用等“安全资产”已经步入第5年牛市!在逆全球化趋势未根本性反转之前,“安全资产”每一次调整都是买入的窗口期。《6月脉冲》已经兑现,“7月混沌”或将开启:《美丽大法案》提高债务上限后,警惕超发美债导致的流动性冲击!在美联储降息/扩表之前,继续增配反脆弱的“安全资产”。 核心观点 1、在成长风格的快速轮动中,“安全资产”悄然迎来第5年牛市 今年AI/机器人/新消费/创新药等...
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