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21 小时
广发证券刘晨明:ROE有望触底企稳,关注三大结构性投资机会
“924行情”是反转而并非反弹,市场逐步从争议走向共识。2025年,市场有望开启新一轮上涨吗?春季躁动行情是否可期?2025年A股“政策牛”再现的概率有多大,是否有望迎来基本面拐点? 2月2日,广发证券策略首席分析师刘晨明做客澎湃新闻“轻舟必过万重山”——《首席连线》2025跨年市场展望节目,前瞻2025年。 刘晨明的观点围绕着ROE(净资产收益率)展开。根据已有的情况和政策基调,刘晨明判断202 ...
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