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国海证券:2025年十大关键词
智通财经APP获悉,国海证券发布了2025年十大关键词,该行表示,当前市场出现了三个重大转折和两大拐点,转折分别是政策主线逐渐从供给侧走向需求侧、三中全会确定的重大改革落地提升风险偏好、宏观调控流量和存量思维并重;拐点分别是中美货币政策共振宽松和国内财政货币双宽松。人工智能整体景气向上,产业链上游已率先启动,2024年下半年应用侧出现较多催化,商业化进展呈加速迹象,政策端12月中央经济工作会议点题 ...
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