【券商聚焦】中信建投：料26年6月国内处于普林格周期阶段五建议配置商品与黄金_老虎社区_美港股上老虎

【券商聚焦】中信建投：料26年6月国内处于普林格周期阶段五建议配置商品与黄金

金吾财讯08:41

金吾财讯 | 中信建投研究表示，宏观因子中，全球增长因子分化，中国增长因子在震荡中小幅回升。国内金融条件维持宽松，原油供给因子短期上行，但原油产量同比预期下行。全球资产因子近1月收益率较为分化，其中，股票资产涨幅领先，商品资产跌幅较多。预计2026年6月国内处于普林格周期的阶段五，建议配置商品和黄金。中债美债久期择时组合最新建议均为长久期进攻配置。

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