全球资产的叙事可能要从“科技一枝独秀”切到“工业与信贷扩张”。 据追风交易台,美国银行RIC团队在最新研报中,把一组公共数据和自有高频指标叠在一起看,得出结论:制造业订单、亚洲出口、半导体(尤其模拟芯片)都在给出同一个信号——新一轮工业周期或许正在启动,这意味着2026年的盈利端存在高于共识的空间。 美银投资与ETF策略师Jared Woodard写道:“我们可能正站在新一轮全球工业周期的门槛上。...
Source Link全球资产的叙事可能要从“科技一枝独秀”切到“工业与信贷扩张”。 据追风交易台,美国银行RIC团队在最新研报中,把一组公共数据和自有高频指标叠在一起看,得出结论:制造业订单、亚洲出口、半导体(尤其模拟芯片)都在给出同一个信号——新一轮工业周期或许正在启动,这意味着2026年的盈利端存在高于共识的空间。 美银投资与ETF策略师Jared Woodard写道:“我们可能正站在新一轮全球工业周期的门槛上。...
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