01开年经济与市场十大展望核心观点：一、美联储降息“前紧后松”。二、美元还会明显走弱。三、人民币汇率步入升值通道。四、外需与内需会再平衡。五、服务消费增长有为。六、CPI弹性强于PPI。七、国内货币政策降息谨慎。八、股市或创新高。九、科技行情不熄火。十、黄金还会上行。风险提示：政策变动调整超预期。经济恢复不及预期。历史经验失效。02利润修复来自何处？——12月工业企业利润数据解读核心观点：12月，...
Source Link01开年经济与市场十大展望核心观点：一、美联储降息“前紧后松”。二、美元还会明显走弱。三、人民币汇率步入升值通道。四、外需与内需会再平衡。五、服务消费增长有为。六、CPI弹性强于PPI。七、国内货币政策降息谨慎。八、股市或创新高。九、科技行情不熄火。十、黄金还会上行。风险提示：政策变动调整超预期。经济恢复不及预期。历史经验失效。02利润修复来自何处？——12月工业企业利润数据解读核心观点：12月，...
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