“成长未必长期跑赢价值,股市风格轮动或更频繁”,中金公司最新研判!

中国基金报
Nov 17, 2025

【导读】中金公司举办2026年度策略会中国基金报记者 莫琳近日,中金公司举办2026年度投资策略会,以“乘势·谋新”为主题,围绕市场主题开展深入交流,共吸引超4500人报名参会。会后的媒体交流会上,中金公司首席策略分析师缪延亮、科技行业分析师陈昊、有色行业首席分析师齐丁分享了此轮牛市的来时路,并展望了牛市将走向何方。策略方面,缪延亮认为,中美经贸关系进入 “脆弱的平衡”。“脆弱”意味着尾部风险仍...

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