中金公司刘刚谈2026年配置策略：去找信用能够扩张的方向，结构先于市场（附演讲PPT）

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专题：2026全球与中国资本市场展望论坛　　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，2026全球与中国资本市场展望论坛举行，大咖云集，共话AI时代财富新逻辑与资本市场未来。　　中金公司研究部董事总经理、海外与港股策略首席分析师刘刚发表主旨演讲。刘刚表示，2026年港股投资去找信用能够扩张的方向，结构先于市场，关注AI科技、分红、周期、消费等，...

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