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AI、黃金與關稅成為資本市場近期最活躍的定價因子-行業數據

AI、黃金與關稅成為資本市場近期最活躍的定價因子
AI、黃金與關稅成為資本市場近期最活躍的定價因子
? 權益：定價中國經濟結構性亮點 → 分子? 固收：定價中國宏觀政策“逆周期”的力度 → 分母? 黃金：定價“新秩序”前的真空 → 范式
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第1頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第2頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第3頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第4頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第5頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第6頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第7頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第8頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第9頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第10頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第11頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第12頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第13頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第14頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第15頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第16頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第17頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第18頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第19頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第20頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第21頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第22頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第23頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第25頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第26頁
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AI、黃金與關稅成為資本市場近期最活躍的定價因子_第27頁
AI、黃金與關稅成為資本市場近期最活躍的定價因子_第28頁
所屬報告： 2025年中期宏觀展望：AI、關稅與黃金的啟示-250520（34頁）.pdf
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