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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）-行業數據

CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）
CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）
大類資產配置年度策略 分析以應對一致預期調整與宏觀數據存在滯后性的問題：（1）若 CN 金融周期友好度預期邊際提升，利于 A 股表現；（2）若 CN 庫存周期友好度預期邊際提升，利于 A 股表現；（3）若 CN 美林周期友好度預期邊際提升，利
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第1頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第2頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第6頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第7頁
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
CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第41頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第42頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第43頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第44頁
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CN宏觀友好度E評分反應方向邏輯矩陣（情景與敏感性分析）_第45頁
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所屬報告： 2025年年度大類資產主動配置展望：全球宏觀環境日趨復雜建議均衡配置-250115（40頁）.pdf
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