策略研究月度报告:酝酿新机

华安证券
Nov 30

(以下内容从华安证券《策略研究月度报告:酝酿新机》研报附件原文摘录)主要观点:中央经济工作会议基调预计大致符合预期,美联储预计鹰派降息、在市场预期内,微观流动性有边际回撤可能,经济基本面延续放缓,市场继续高位震荡。配置上,行业轮动或加速、把握难度加大,因此布局下阶段行情或是更好选择,其中AI产业链核心主线地位不改,近期调整提供良好布局契机。此外供需双振、景气上行领域也值得重视,包括存储和储能链。...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10