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广发证券A股中期策略展望：量价突破 _ 东方财富网
报告摘要●大类资产与大势研判：乘流而上。21H1A股符合我们21年度策略展望《逆水行舟》“金融供给侧慢牛中的震荡期”判断。回顾今年以来我们的研判脉络，沿着“迎接第三波顺周期行情”、“暂避锋芒扩散升级”、“微观结构恶化”、“小盘成长接棒”等线索依次展开。展望21H2，全球债券与通胀罕见背离指示大类资产线索：我们预计工业大宗品涨幅明显放缓、债券长端利率上行空间有限、股票风险可控。 ....
New York
,
United States
,
New Market
,
United Kingdom
,
Hong Kong
,
France General
,
Tun Library
,
Ministry Of Finance
,
Ministry Of Environment
,
Branch New Crown
,
Network Alliance
,
Sinopec Notice
,
Division Justice Sun
,
Sinopharm Group
,
Bank Inter
,
Technology Manufacturing
,
Nishuixingzhou Finance
,
Lee Economy
,
Region Europe
,
Text Introduction
,
Hong Kong Financial Secretary
,
Finance Lawrence
,
Economy Mom
,
China Top
,
Later Zhou Dynasty
,
China Finance
,
广发策略：量价突破—21年A股中期策略展望 _ 东方财富网
报告摘要●大类资产与大势研判：乘流而上。21H1A股符合我们21年度策略展望《逆水行舟》“金融供给侧慢牛中的震荡期”判断。回顾今年以来我们的研判脉络，沿着“迎接第三波顺周期行情”、“暂避锋芒扩散升级”、“微观结构恶化”、“小盘成长接棒”等线索依次展开。展望21H2，全球债券与通胀罕见背离指示大类资产线索：我们预计工业大宗品涨幅明显放缓、债券长端利率上行空间有限、股票风险可控。 ....
New York
,
United States
,
New Market
,
United Kingdom
,
Hong Kong
,
France General
,
Tun Library
,
Ministry Of Finance
,
Ministry Of Environment
,
Branch New Crown
,
Network Alliance
,
Sinopec Notice
,
Division Justice Sun
,
Sinopharm Group
,
Bank Inter
,
Technology Manufacturing
,
Nishuixingzhou Finance
,
Lee Economy
,
Region Europe
,
Text Introduction
,
Hong Kong Financial Secretary
,
Finance Lawrence
,
Economy Mom
,
China Top
,
Later Zhou Dynasty
,
China Finance
,