中信证券裘翔:A股不仅是中国的A股,也是全球的A股

大河财立方
Nov 12

【大河财立方消息】11月11日,中信证券2026年资本市场年会在深圳开幕,多名分析师发表2026年宏观与政策展望与投资策略。对于2026年股票投资策略,中信证券首席A股策略师裘翔认为, A股上市公司正陆续从本国敞口的本土化企业转型为全球敞口的跨国公司,中国资本市场也正从新兴市场逐步转型为成熟市场,A股不仅是中国的A股,也是全球的A股。“十五五”期间,中企在全球价值链分配中的位置有望进一步抬升,把...

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