国金策略:跨年行情缓步开启,新的主线浮出水面

新浪财经
Dec 28, 2025

【报告导读】行情在不断的扩散与轮动之中缓慢上涨,而这也正给投资者提供了重新审视与调整的黄金窗口:2026年新的投资主线已然开始在商品市场、实体产业链与外汇市场中开始体现:即在投资大于消费的格局下,各产业链制造环节实物消耗均在加剧,大宗商品的交易区间在拉长,而中国制造优势逐渐展现,并在外汇市场上率先得到反馈。Summary摘要1跨年行情缓步开启,市场不再聚焦单一叙事近期A股市场连续上涨,市场期待的跨...

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