2026年度策略报告:浪涌潮退

招银国际证券有...
Dec 18, 2025

前言各位投资人朋友,大家好,见字如面,欢迎大家透过我们展望报告的视角与我们共同开启全新的一年。2025 年,关税摩擦持续扰动市场,AI 产业链依旧是热点话题,新消费和医药带来结构性机会,高股息及红利相关标的也间歇性成为市场关注焦点。过去一年,我们前瞻性地帮助投资人把握住了成长行业的投资机会,也在市场寻求确定性的时候及时提供了最优选择。对于投资而言,2026 年可能是更加挑战的一年,市场整体的估值...

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