【券商聚焦】国泰海通:美联储降息分歧加大,看好中国财险承保盈利

金吾财讯
Dec 12, 2025

(原标题:【券商聚焦】国泰海通:美联储降息分歧加大,看好中国财险承保盈利)金吾财讯|国泰海通证券发布研报指,2025年12月美联储如期降息25BP,但内部分歧加大,表态后续降息将更为谨慎,同时开启技术性扩表。在劳动力市场结构性变化和美联储主席换届背景下,预计2026年可能还有2-3次降息,美债利率先下后上,美股仍有进一步支撑。 金融工程方面,基于宏观因素的资产配置策略本年收益达4.25%,表现优于...

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