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景顺长城：对2026年权益持积极判断，科技仍是重要主线_蜘蛛资讯网

中美经贸磋商

注：上图数据未计入本场比赛

;获悉，中信建投研报称，在高增长稀缺的宏观环境下，资金抱团现象正从阶段性交易演变为长期市场常态，驱动力从风格轮动转向“业绩增长确定性”。研究指出，AI算力因技术壁垒高、供需紧张，稀缺格局将持续，难以重走新能源行业产能过剩老路。然而，资金正反馈循环中，市场亟待接力资金入场，个人投资者的资金流入仍充满期待。投资者需关注业绩兑现度及产能投放节奏，同时警惕资本开支见顶信号。此外，分析认为，A股头部企业利润

，关税商品通胀改善大致会在年中开始体现，而油价的影响具备很强不确定性，在通胀未进一步改善前不考虑降息，甚至有加息的可能性。景顺长城指出，未来若油价居高不下，或进一步影响居民通胀预期，从而开始向核心通胀传导，加剧美国经济走向滞胀的风险。　　权益短期注重防御，中长期关注企业盈利回升势能　　随着地缘风险持续扰动，市场风险偏好回落，资金倾向于避险以规避尾部风险。景顺长城基金分析指出，目前市场的核心宏观假设

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