国联民生研究|一周热门研报汇享1.24-1.30

国联民生研究
Jan 31

宏观|资产配置系列报告:百年浮沉,商品距离“大牛市”还缺什么?固收|债券型基金分析: 二级债基定量打分卡介绍金融工程|量化专题报告:从基金视角把握“主题”到“主线”的机会银行|流动性系列之一:“资产荒”的逻辑与测算金属|紫金黄金国际(2259.HK)动态报告:金龙腾跃,势启新章能源开采|25Q4煤炭行业基金持仓分析:基金持仓环比小幅提升,但仍处于较低水平轻工及中小盘|康耐特光学(2276.HK)...

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