泓德基金殷子涵:寻找“景气红利”,重点关注工业金属方向

新浪财经
Nov 17, 2025

10月28日,在二十届四中全会提出的“加快高水平科技自立自强、引领发展新质生产力”精神提振下,上证指数盘中强势拉升并突破4000点整数大关,为2015年8月以来的首次。本轮行情的驱动主要源于三方面因素:首先,中美经贸谈判取得积极进展,有效改善了市场风险偏好;其次,央行宣布重启国债买卖,向市场释放了明确的宽松信号,有助于稳定并提振市场预期,同时海外降息预期升温也为国内货币政策创造了更为有利的外部环境...

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