【中信证券：明年美股适合逢低布局 金价有望迎来修复】智通财经APP获悉，中信证券发布研报称，全球经济在今年保持韧性，中东局势再现和平曙光，中期选举的蓝色浪潮料将影响市场明年的叙事风向。预计美国经济明年将更均衡地温和增长，欧盟内需应会延续扩张，日本经济有望修复。油价冲击的影响将在明年减弱，欧美总体通胀率或会在经历钝顶后回落，日本表观通胀率将受政策明显抑制。欧美央行已接近本轮加息周期的终点，日银则可能逐季加息至明年上半年。美国联邦政府赤字率料大致稳定，数据中心建设在州层面将面临更强约束，法国财政整固力度有不及预期的风险。美股明年可能更适合逢低布局的策略，偏好风格均衡的配置思路，美债利率和美元指数都有小幅下行空间，金价有望随流动性紧缩预期减弱而迎来修复。
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