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2026年1月投资策略-53页(附下载)

  • 2026-01-17 03:51:58
2026年1月投资策略-53页(附下载)

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文章摘要

1)长期-牛市有催化:1中国政策看,对全球局势有信心,对经济/新质支持态度坚定,方案从政府支持转向放权给市场、预计更有活力;2美国政策看,宽财政+宽货币趋势明确,今年修复趋势大概率;同时对华态度可能进一步缓和;3美股映射看,去年11-12月科技估值讨论+降息预期担忧等利空消化告一段落;4新增资金看,预计公募发行复苏,险资增量可期(详见《奔马资产,策马逐牛》)。5对比历史牛市,本轮催化可能强于F2019-2021年、弱于2006-2007年

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2026年1月投资策略：慢牛才近半，春季开门红-260104-财通证券-53页

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  135. /yingpanguazai/ssd/ssd1/www/yeyulingfeng.com/vendor/topthink/framework/src/think/contract/TemplateHandlerInterface.php ( 1.60 KB )
  136. /yingpanguazai/ssd/ssd1/www/yeyulingfeng.com/vendor/topthink/think-template/src/Template.php ( 46.61 KB )
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  138. /yingpanguazai/ssd/ssd1/www/yeyulingfeng.com/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/yeyulingfeng.com/runtime/temp/8ef20ebb20ac8b82ec5232b0bcb62051.php ( 11.99 KB )
  140. /yingpanguazai/ssd/ssd1/www/yeyulingfeng.com/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000589s ] mysql:host=127.0.0.1;port=3306;dbname=no_yeyulingfeng;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000891s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000290s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.005973s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000801s ]
  6. SELECT * FROM `set` [ RunTime:0.000218s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000604s ]
  8. SELECT * FROM `article` WHERE `id` = 461540 LIMIT 1 [ RunTime:0.005847s ]
  9. UPDATE `article` SET `lasttime` = 1768614197 WHERE `id` = 461540 [ RunTime:0.006196s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 64 LIMIT 1 [ RunTime:0.000355s ]
  11. SELECT * FROM `article` WHERE `id` < 461540 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.001129s ]
  12. SELECT * FROM `article` WHERE `id` > 461540 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.004878s ]
  13. SELECT * FROM `article` WHERE `id` < 461540 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.000991s ]
  14. SELECT * FROM `article` WHERE `id` < 461540 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.005854s ]
  15. SELECT * FROM `article` WHERE `id` < 461540 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.001044s ]
0.114444s