多家券商展开2026年策略会,都看好什么行业?

财闻
Nov 13, 2025

近日,中信证券(600030.SH)、中信建投(601066.SH)证券、华泰证券(601688.SH)、国泰海通(601211.SH)等业内头部券商先后召开年度策略会,就2026年市场走势预期、行业转型方向等议题开展研讨。从已举办策略会发布官的观点来看,机构普遍对2026年国内资本市场持积极预期,但在具体主线判断上观点有所差异。中信证券明确看好中国制造业定价权重估、出海深化、AI三条主线;...

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