广发证券郭磊：多重主流叙事构成叙事星座，共同塑造全球资产定价新范式

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炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　1月15日，财通基金2026年投资策略会于上海举办，广发证券首席经济学家郭磊发表相关演讲，其指出，当前全球大类资产表现由多重“主流叙事”共同驱动，包括美元信用周期长期弱化、新一轮货币体系与黄金定价锚形成、全球产业链供应链重塑、AI算力成为新阶段基础设施、以及有色金属成为“新阶段的原油”。这些叙事相互关联，构成了一个“叙事...

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