报告导读：上周全球指数小幅收涨，恒指波幅创2022年以来新低，中国科技板块收涨、而发达市场科技显著回撤。资金面上，联储12月降息预期并重启购债，市场预计26年降息2次。基本面上，上周港股盈利预期边际下修，主要市场经济高频景气回升。市场表现：上周全球市场小幅收跌。股市方面，MSCI全球-0.3%，其中MSCI发达市场-0.3%、MSCI新兴市场+0.3%。债市方面，美债长端利率上行，中国长端利率下降...
Source Link报告导读：上周全球指数小幅收涨，恒指波幅创2022年以来新低，中国科技板块收涨、而发达市场科技显著回撤。资金面上，联储12月降息预期并重启购债，市场预计26年降息2次。基本面上，上周港股盈利预期边际下修，主要市场经济高频景气回升。市场表现：上周全球市场小幅收跌。股市方面，MSCI全球-0.3%，其中MSCI发达市场-0.3%、MSCI新兴市场+0.3%。债市方面，美债长端利率上行，中国长端利率下降...
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