中信证券：预计2026年GDP约4.7%
2026-06-30 01:07:53
中信证券研报指出，展望2026年下半年，中国经济将由AI产业资本支出周期外溢和输入型通胀重塑，出口高景气、内需平稳，预计全年实际GDP约4.7%。据36氪报道，配置上基本金属、原油及权益资产被认为是下半年较具确定性的方向，权益中结构机会关注“AI+能化”组合；债券方面，研报称债市利率区间震荡恐难打破。
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