中信证券研报称美伊在巴基斯坦斡旋下达成双向停火协议根本原因或在于美国现有在中东的军事资源不足以实现更高目标需要“及时止损

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中信证券研报称美伊在巴基斯坦斡旋下达成双向停火协议根本原因或在于美国现有在中东的军事资源不足以实现更高目标需要“及时止损”博弈焦点已转变为如何构建可持续的安全保障安排。尽管后续谈判过程仍将不断反复但在现实约束下伊朗局势的战略方向正在逐渐清晰全球风险资产的预期锚也将随之明确。A股方面3月市场有普遍减仓但未离场的资金战事中断后这些资金短期都是潜在的买盘市场会修复衰退叙事消退后中国优势制造定价权的逻辑会...

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