【兴业证券晨会聚焦1212】宏观-12月中央经济工作会议解读;全球策略-水与火之舞——2026年美股投资展望

兴证研究
Dec 12, 2025

目录【兴证宏观】供需互动,提质增效——12月中央经济工作会议解读【兴证全球策略】水与火之舞 ——2026年美股投资展望【兴证全球策略及数字金融小组】登高稳行:成长乘势聚力,价值重构红利【兴证固收】 寻潮向,淘真金 ——信用债2026年度策略报告重点推荐【兴证宏观】供需互动,提质增效——12月中央经济工作会议解读防风险顺序后置但仍是底线,对外开放、区域协调、绿色发展和社会民生等重点工作顺序相应提前。...

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