大摩宏观电话会：20_老虎社区_美港股上老虎

2024-12-22

大摩宏观电话会：2025年全球及中国大类资产配置展望（节选）：2025年对风险资产（股票）是利好的一年，首选美股和日股，全球新兴市场配置比重将被下调至underweight，尤其是A股

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