国泰海通：地缘政治强化再通胀预期建议超配AH股、黄金、原油与工业商品

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智通财经APP获悉，国泰海通发布研报称，在中东地缘政治局势背景下，市场对于全球的再通胀担忧迅速上行。建议3月超配AH股、黄金、原油与工业商品。多重因素支持中国权益表现，(1)建议超配A股。2026年是十五五开局之年，预计经济政策有望更加积极。人民币稳定升值，中国货币政策稳中趋松。地产支持与内需消费刺激政策持续出台，资本市场改革提振中国市场风险偏好。(2)建议超配H股。中国总量政策预期稳定以及资本...

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国泰海通：地缘政治强化再通胀预期 建议超配AH股、黄金、原油与工业商品

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国泰海通：地缘政治强化再通胀预期建议超配AH股、黄金、原油与工业商品