可选消费W47周度趋势解析:AI泡沫论调和12月减息可能性降低影响全球资产表现-20251124
海通国际证券·2025-11-24 22:05
中国 & 香港 & 美国可选消费 China (A-share) & Hong Kong & US Discretionary 研究报告 Research Report 可选消费 W47 周度趋势解析: AI 泡沫论调和 12 月减息可能性降低影响全球资产表现 Week 47 Discretionary Trends: AI Bubble Concerns and Reduced Expectations for a December Rate Cut Weighed on Global Asset Performance 24 Nov 2025 Week 46 Discretionary Trends: Increased Focus on Sub-Sectors Driven by A/H High-Dividend Stocks and Mid-to-High-End Consumption Recovery (17 Nov 2025) 可选消费 W45 周度趋势解析:海内外消费子版块均无共振,内部因素催 化股价表现 Week 45 Discretionary Trends: Domestic and ...