在内地的策略分析师中,广发证券所长助理、首席策略分析师刘晨明是很出挑的一位,他于2023年、2024年两度排名新财富最佳分析师评选策略研究领域的第一名。 刘晨明的表达清晰、逻辑鲜明、切入角度和预测能力都在业内同行中属于上乘,因此也格外受到机构投资者的青睐。 7月8日,刘晨明在机构策略会上罕见的完整分享了他的最新策略观点,刘晨明认为,过去半年国际国内宏观出现了两大变化,美元贬值和内地降息,两者构成了...
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