中信证券裘翔：春季是指数决断期，坚定围绕中国优势制造定价权重估布局

蓝鲸财经03-19

（图片来源：视觉中国）蓝鲸新闻3月19日讯（记者王婉莹）今日，中信证券2026年春季资本市场论坛上，中信证券首席A股策略师裘翔指出，地缘动荡恰逢指数触及关键隘口，春季是信心重塑期和指数决断期。全球能化成本上升和金融条件走弱的背景下，低估值和定价权是最重要的两个因素。配置上，坚定围绕中国优势制造定价权重估布局。裘翔指出，当前市场面临三个关键问题：一是中东地缘冲突逐步演化成全球持续且剧烈的供应链扰动...

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