中信建投:资产配置建议采用双峰型策略

格隆汇APP
Jan 13

格隆汇1月13日|中信建投指出,“十五五”时期,中国经济将进入以新质生产力为主导的转型期,增长中枢下移叠加外部地缘博弈加剧。产业投资聚焦四条主线:新质生产力驱动的科技自立自强、碳达峰决战期的绿色转型、人口老龄化催生的银发经济、统筹发展与安全下的战略资源布局。有色金属有望延续强势表现,黄金作为“去美元化”定价逻辑下的核心避险资产,铜铝受益于能源转型与供给约束。资产配置建议采用双峰型策略:防御端配置...

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