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投资策略专题：开源金股 9月推荐 _ 东方财富网

投资策略专题：开源金股 9月推荐 _ 东方财富网
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开源证券：抄底不宜急拥抱能源转型下的隐藏剧情(附8月金股) _ 东方财富网

开源证券：抄底不宜急拥抱能源转型下的隐藏剧情(附8月金股) _ 东方财富网
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开源证券：6月金股组合盈利15 76% 7月荐股名单出炉

开源证券：6月金股组合盈利15 76% 7月荐股名单出炉
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开源研究丨7月金股推荐 _ 东方财富网

　　通胀预期回升短期未必是市场的敌人，但一定是周期的朋友。近期市场出现了通胀预期反弹且全球高估值资产上涨的场景。我们在《市场的裂变》中其实已经阐明了以实际利率与通胀预期为框架对疫情以来的全球市场进行理解的一种思路：通胀本身不是高估值的敌人，通胀带来的政策收紧才是，类似的情况在2020年12月至2021年1月的市场出现过，实际利率的下行可能是背后原因。由通胀预期驱动的实际利率下行期，整个周期股将更具有进攻属性。投资者同样需要关注，下一场景仍然可能是实际利率+通胀预期上行的组合。短期看通胀预期回升并不一定是全市场的敌人，但一定是周期的朋友。投资者也应该为下一场景到来做好准备。　　资产中“通缩交易”的定价逻辑正面临修正的可能。市场近期以没有长期通胀，短期通胀也面临回落的逻辑�

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去年盈利2万亿公募基金持仓路径浮现：20只新晋重仓股股价翻番

去年盈利2万亿公募基金持仓路径浮现：20只新晋重仓股股价翻番
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