作者:薛洪言来源:星图金融研究院(ID:SIF-2015)进入11月中下旬,资本市场跨年布局节奏显著加快,机构资金正加速锁定2026年核心投资方向。当前全球经济复苏分化与地缘扰动交织的背景下,如何穿越宏观波动、降低预测不确定性?聚焦具备“强逻辑、高壁垒、稳需求”特征的优质赛道,已成为提升配置效率的关键策略。2026年将成为全球经济“货币宽松周期”与“产业升级浪潮”深度叠加的关键节点。一方面,美联储...
Source Link作者:薛洪言来源:星图金融研究院(ID:SIF-2015)进入11月中下旬,资本市场跨年布局节奏显著加快,机构资金正加速锁定2026年核心投资方向。当前全球经济复苏分化与地缘扰动交织的背景下,如何穿越宏观波动、降低预测不确定性?聚焦具备“强逻辑、高壁垒、稳需求”特征的优质赛道,已成为提升配置效率的关键策略。2026年将成为全球经济“货币宽松周期”与“产业升级浪潮”深度叠加的关键节点。一方面,美联储...
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