【国君主动配置】美元指数走强,A股稳定风格夏普比上升——大类资产与风格轮动周报(2024年第24期)

国君资产配置研究
22 Dec 2024

作者:李健、王子翌导读上周(20241215-20241221)大类资产表现:美联储降息后转鹰,美元指数走强,国内权益市场横盘震荡。债市走牛,利率曲线大幅下移,30年期国债收益率下行9.04BP至1.9526%。海外权益市场、大宗商品市场全面下跌。摘要▶上周大类资产表现:美联储降息后转鹰,美元指数走强,国内权益市场横盘震荡。债市走牛,利率曲线大幅下移,30年期国债收益率下行9.04BP至...

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