20251208-德邦证券-策略点评：市场成交额重回2万亿.pdf-cssjs/dialog/dialog.js"></script> <script> ThisPage = "Detail"; ThisPost = "/PcPost/Report/Detail/"; ThisModuleMethod = "ProjMvc.Modules.PcReport.Detail"; MbPageUrl = "http://www.mtachn.cn//m/Datums/Report?id=6496874"; </script> <link href="/Views/Pc/_cssjs/front.css?210628" rel="stylesheet" /> <script src="/Views/Pc/_cssjs/front.js?210628"></script> <script src="/Views/_Utils/trumbowyg/trumbowyg.min.js"></script> <script> var ModuleName = "Report"; var SearchingTag = "报告"; </script> <script src="/Views/_Utils/CssJs/wsck.js"></script> <style> </style> <script> $(function () { if ($pg.PageArg("paid") == "1") { $pc.Confirm("充值成功，请下载", "下载", function () { location.replace("/download/Report/" + viewBahowG1QR(this)">投资群</div> </div> href="/Views/_Utils/CssJs/css.css?210322" rel="stylesheet" /> <link href="/Views/Pc/_cssjs/pc.css?210322" rel="stylesheet" /> <link href="/Views/Pc/_cssjs/page.css?210322" rel="stylesheet" /> <script src="/Views/_Utils/CssJs/jquery191.js"></script> <script src="/Views/_Utils/CssJs/js.js?210526"></script> <script src="/Views/Pc/_cssjs/pc.js?210322"></script> <script src="/Views/Pc/_cssjs/page.js?210322"></script> <script src="/Views/Pc/_cssjs/dialog/dialog.js"></script> <script> ThisPage = "Detail"; ThisPost = "/PcPost/Report/Detail/"; ThisModuleMethod = "ProjMvc.Modules.PcReport.Detail"; MbPageUrl = "http://www.mtachn.cn//m/Datums/Report?id=6496874"; </script> <link href="/Views/Pc/_cssjs/front.css?210628" rel="stylesheet" /> <script src="/Views/Pc/_cssjs/front.js?210628"></script> <script src="/Views/_Utils/trumbowyg/trumbowyg.min.js"></script> <script> var ModuleName = "Report"; var SearchingTag = "报告"; </script> <script src="/Views/_Utils/CssJs/wsck.js"></script> <style> </style> <script> $(function () { if ($pg.PageArg("paid") == "1") { $pc.Confirm("充值成功，请下载", "下载", function () { location.replace("/download/Report/" + viewBag.Data.Rid); }); } SetScoreStar("dvMoreInfo"); SetPreview("Report"); SetUploader(); SetCommenting(); ArtDetailReady(); $ef.ScrollEvents.push("$ef.ShowWaitingDiv()"); $ef.ScrollEvents.push("$ef.ShowWaitLoading()"); }); function ArtDetailReady() { } </script> </head> <body> <div id="TopLine"> <div class="BodyWidth flexc"> <a href="/">欢迎光临金融市场技术研究院</a> ntent="webkit" /> <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1" /> <link rel="icon" href="/_image/proj/logoa.ico" type="image/x-icon" /> <link href="/Views/_Utils/CssJs/css.css?210322" rel="stylesheet" /> <link href="/Views/Pc/_cssjs/pc.css?210322" rel="stylesheet" /> <link href="/Views/Pc/_cssjs/page.css?210322" rel="stylesheet" /> <script src="/Views/_Utils/CssJs/jquery191.js"></script> <script src="/Views/_Utils/CssJs/js.js?210526"></script> <script src="/Views/Pc/_cssjs/pc.js?210322"></script> <s��<!DOCTYPE html> <html> <head> <title>20251208-开源证券-投资策略专题：当春季躁con-QRcode" onclick="TopShowG2QR(this)">读书群</div> </div> </div> </div> </div> <div class="BodyWidth flexc" id="BoardLine"> <div> <img src="/_image/proj/logot.png" /> </div> <div class="f1 mPart"> <div id="TopSearch" class="flexc"> <div class="fType"> ex lPart"> <a href="/">首页</a> <a id="aNavArticle" href="/web/Article/List">文章</a> <a id="aNavReport" href="/web/Report/List10">报告</a> <a id="aNavLibrary" href="/web/Library/List">图书</a> <a id="aNavPubfund" href="/web/Pubfund/List">公募</a> <a id="aNavPrifund" href="/web/Prifund/List">私募</a> <a id="aNavInfo" href="/web/Info/List">资讯</a> </div> </div> <div> <div clas <div class="icoInline icon-QRcode" onclick="TopShowG2QR(this)">读书群</div> </div> </div> </div> </div> <div class="BodyWidth flexc" id="BoardLine"> <div> <img src="/_image/proj/logot.png" /> </div> <div class="f1 mPart"> <div id="TopSearch" class="flexc"> <div class="fType"> <div class="clickDDL flexc fxDownto"> <div class="clDDLText f1">文章</div> <ul class="ulDDList" id="ulFType"> <li>文章</li> <li>报告</li> <li>图书</li> <li>公募</li> <li>私募</li> <li>资讯</li> </ul> </div> </div> <div class="f1"> <input type="text" placeholder="请输入搜索关键字"> </div> <div class="btn" onclick="TopSearch()">搜索</div> </div> </div> <a class="uup icoILT24 icon-upload" href="/UI/Upload/Upload">上传文档</a> <a class="uic icoILT24 icon-account-fill" href="javascript:;" id="aTopUIC"></a> </div> <div class="NavLine"> <div class="BodyWidth flexc"> <div class="f1"> <div class="flex lPart"> <a href="/">首页</a> <a id="aNavArticle" href="/web/Article/List">文章</a> <a id="aNavReport" href="/web/Report/List10">报告</a> <a id="aNavLibrary" href="/web/Library/List">图书</a> <a id="aNavPubfund" href="/web/Pubfund/List">公募</a> <a id="aNavPrifund" href="/web/Prifund/List">私募</a> <a id="aNavInfo" href="/web/Info/List">资讯</a> </div> </div> <div> <div clas��s="flex rPart"> <a href="/web/DeskApp">金融终端</a> </div> </div> </div> </div> <script> $("#aNav" + ModuleName).addClass("act"); SetStorageUser(); </script> <div class="BodyWidth" id="dvContent"> <div id="dvInnerBanner" class="banner"></div> <div id="dvWebPath" class="textover"> 您的当前位置：<a href="/" class="ahome icon-home-fill">首页</a> > <a href='/web/Report/List' >研究报告</a> > <a href='/web/Report/List1' >宏观策略</a> > 预览报告 </div> <div class="flex"> <div class="f1">  <div id="ArtDHead"> <div class="hi"> <div class="name icon-pdf-fill">20251208-德邦证券-策略 <div> <a class="sa icon-wechat1" title="分享到微信" href="javascript:;" onclick="ShowShareQR(this)"></a> </div> <div> <span>报告类型：市场分析</span> <span>页数：4</span> <span>文件大小：733K</span> <span>上传时间：2025-12-09</span> </div> <div class="sf"> <span>机构：德邦证券</span> <span>作者：程强</span> <span>0阅读<TopLine"> <div class="BodyWidth flexc"> <a href="/">欢迎光临金融市场技术研究院</a> <div class="f1"></div> <div class="flexc"> <div class="rItem"> <a href="javascript:;" id="aTopUser" class="block"></a> </div> <div class="rItem"> <div class="iconwx icon-wechat1" onclick="TopShowWxQR(this)">微信公众号</div> </div> <div class="rItem"> <div class="icoInline icon-QRcode" onclick="TopShowG1QR(this)">投资群</div> </div> <div class="rItem"> <div cl); SetCommenting(); ArtDetailReady(); $ef.ScrollEvents.push("$ef.ShowWaitingDiv()"); $ef.ScrollEvents.push("$ef.ShowWaitLoading()"); }); function ArtDetailReady() { } </script> </head> <body> <div id="TopLine"> <div class="BodyWidth flexc"> <a href="/">欢迎光临金融市场技术研究院</a> <div class="f1"></div> <div class="flexc">e id="fmReview" src="" width="100%" scrolling="no" frameborder="0"></iframe> <div class="pvMaking flexc" id="dvReview">  <div id="tips" style="display:none;"></div> </div> <div class="padding whiteBG"> <a class="dl" target="_blank" onclick="return DoUserLoged()" href="/download/Report/6496874">下载PDF</a> <div class="center orange"> �� <a class="sa icon-favorites-fill " title="收藏" id="aFav" href="javascript:;" onclick="DoFav(this, viewBag.Data.Rid)"></a> </div> <div> 所需积分：1 </div> <div> <a class="gray">如何获取K积分</a> </div> </div> </div> </div> <div id="dvPreview"> <iframe id="fmReview" src="" width="100%" scrolling="no" frameborder="0"></iframe> <div class="pvMaking flexc" id="dvReview">  <div id="tips" style="display:none;"></div> </div> <div class="padding whiteBG"> <a class="dl" target="_blank" onclick="return DoUserLoged()" href="/download/Report/6496874t type="text" placeholder="请输入搜索关键字"> </da 下载全文所需积分：1 </div> </div> </div>  <div class="padding"> <div id="dvComment"> <div class="fenPart"> <div class="title t4 icon-comments">网友评论</div> <div class="ipt"> <div class="face" style="background-image: url(/_image/defaultUser.jpg)"></div> <div class="f1"> <div class="tf"> <div> <textarea placeholder="请输入评论"></textarea> </div> <div id="dvCmtStar"></div> </div> <div class="center"> <input type="button" class="pcBtn orangeB" value="提交" onclick="SubmitComment(this)" /> �� <div class="btn" onclick="TopSearch()">搜索</div> </div> </div> <a class="uup icoILT24 icon-upload" href="/UI/Upload/Upload">上传文档</a> <a class="uic icoILT24 icon-account-fill" href="javascript:;" id="aTopUIC"></a> </div> <div class="NavLine"> <div class="BodyWidth flexc"> <div class="f1"> <div class="flex lPart"> <a href="/">首页</a> <a id="aNavArticle" href="/web/Article/List">文章</a> <a id="aNavReport" href="/web/Report/List10">报告</a> <a id="aNavLibrary" href="/web/Library/List">图书</a> <a id="aNavPubfund" href="/web/Pubfund/List">公募</a> <a id="aNavPrifund" href="/web/Prifund/List">私募</a> <a id="aNavInfo" href="/web/Info/List">资讯</a> </div> </div> <div> <div class="flex rPart"> <a href="/web/ </div> </div> </div> </div> </div> <div id="dvCmtList" waiting="1" showevent="LoadComment()"> <div class="cmtItem flex rowtemplate xRepM" lastdt="{{$val.JsonDtime({LastReplyDT})}}" rid="{{id}}"> <div class="pface" background-image="{{GetUserFace({Face})}}"></div> <div class="f1 lineheight"> <div><span class="mgRight xname">{{Creator}}</span><span class="ScoreStart </div> <div>{{Body}}</div> <div class="right"> <span class="smgy mgRight">{{$val.TimeAgo({Dtime})}}</span> <a href="javascript:;" onclick="CmtReplying(this)" class="smgy">[回复]</a> </div> <div class="cmtItem flex rowtemplate" uid="{{Uid}}" rid="{{id}}"> <div class="rface" background-image="{{GetUserFace({Face})}}"></div> <div class="f1"> <div> <span class="xname">{{Creator}}</span><span>：</span> <span class="smgy" visible="{{({BeQuoteUID}>0)}}">回复</span> <span>{{BeQuote}}</span> </div> <div>{{Body}}</div> <div class="right"> <span class="smgy mgRight">{{$val.TimeAgo({Dtime})}}</span> <a href="javascript:;" onclick="CmtReplying(this)" class="smgy">[回复]</a> span> <span>页数：融终端</a> </div> </div> </div> </div> </div> </div> </div> </div> <div class="rightFence"> <div class="fenPart" style="margin-bottom: 20px;"> <div class="title icon-namecard">上传用户</div> <div id="dvUploader"> <div class="user"> <a class="face"></a> <div class="un"> <a></a> </div> </div> <div class="fen3"> <div> <a> 文章<div class="num">0</div> </a> </div> <div> <a> 报告<div class="num">0</div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="rightFence"> <div class="fenPart" style="margin-bottom: 20px;"> <div class="title icon-namecard">上传用户</div> <div id="dvUploader"> <div class="user"> <a class="face"></a> <div class="un"> <a></a> </div> </div> <div class="fen3"> <div> <a> 文章<div class="num">0</div> </a="javascript:;" onclick="ShowShareQR(this)"></a> </div> <div> <a class="sa icon-favorites-fill " ti��24</span> <span>文件大小：2.6M</span> <div> <a> 图书<div class="num">0</div> </a> </div> </div> </div> </div> <div class="fenPart"> <div class="fbgTitle icon-image-text " style="background: #ab6826;"> 相关报告 </div> <div class="fenPLA">  <a href="6496879">20251208-开源证券-宏观经济点评：12月政治局会议学习-提质增效，科技突围.pdf</a> <a href="6496878">20251208-开源证券-宏观经济点评：出口平缓回落趋势未发生改变.pdf</a> <a href="6496877">20251208-万联证券-12月 <img src="/_image/proj/logowhite.png" class="ftLogo" /> <span style="font-size: 32px;">mtachn.com</span> </div> <div cla 图书<div class="num">0</div> </a> </div> </div> </div> </div> <div class="fenPart"> <div class="fbgTitle icon-image-text " style="background: #ab6826;"> 相关报告 </div> <div class="fenPLA">  <a href="6496879">20251208-开源证券-宏观经济点评：12月政治局会议学习-提质增效，科技突围.pdf</a> <a href="6496878">20251208-开源证券-宏观经济点评：出口平缓回落趋势未发生改变.pdf</a> <a href="6496877">20251208-万联证券-12月政治局会议点评：政策表述积极，经济稳中求进.pdf</a> <a href="6496876">20251208-中邮证券-全球流动性处于何种水平？---数量篇.pdf</a> <a href="6496875">20251208-山西证券-2025年12月中共中央政治局会议解读：宏观政策积极有为.pdf</a> <a href="6496873">20251209-东莞证券-财富通每日策略.pdf</a> <a href="649 </div> <div> <a class="gray">如何获取K积分</a> </div> </div> </div> </div> <div id="dvPreview"> <iframe id="fmReview" src="" width="100%" scrolling="no" frameborder="0"></iframe> <div class="pvMaking flexc" id="dvReview">  <div id="tips" style="display:none;"></div> </div> <div class="padding whiteBG"> <a class="dl" target="_blank" onclick="return DoUserLoged()" href="/download/Report/6496868">下载PDF</a> <div class="center orange"> 下载全文所需积分：1 ��tle="收藏" id="aFav" href="javascript:;" onclick="DoFav(this, viewBag.Data.Rid)"></a> </div> <div> 所需积分：1 </div> <div> <a class="gray">如何获取K积分</a> </div> </div> </div> </div> <div id="dvPreview"> 培训考试</a> <a href='/web/About/Us?tab=2' target='_blank'>联系方式</a>  </div> <div class="split lineheight"> <div class="bold">资源投稿</div>  <a href='/web/About/Contrib?tab=0' target='_blank'>积分规则</a> <a href='/web/About/Contrib?tab=1' target='_blank'>投搞协议</a> <a href='/web/About/Contrib?tab=2' target='_blank'>评审标准</a>  </div> <div class="sp��ss="lineheight"> © 2013 mtachn,. All Rights Reserved. </div> <div> 苏ICP备48665885号-3 </div> </div> <div class="split lineheight"> <div class="bold">关于我们</div>  <a href='/web/About/Us?tab=0' target='_blank'>学会宗旨</a> <a href='/web/About/Us?tab=1' target='_blank'>培训考试</a> <a href='/web/About/Us?tab=2' target='_blank'>联系方式</a>  </div> <div class="split lineheight"> <div class="bold">资源投稿</div>  <a href='/web/About/Contrib?tab=0' target='_blank' </div> <div class="center"> <input type="button" class="pcBtn orangeB" value="提交" onclick="SubmitComment(this)" /> </div> �� </div> </div> </div>  <div class="padding"> <div id="dvComment"> <div class="f://www.cs.ecitic.com/newsite/' target='_blank'>中信证券</a> <a href='http://www.ctfund.com' target='_blank'>财通基金</a> <a href='http://www.newone.com.cn/' target='_blank'>招商证券</a> <a href='http://www.dwzq.com.cn/info-product/' target='_blank'>东吴证券</a> </div> <div> <a href='http://www.yafco.com' target='_blank'>永安期货</a> <a href='http://www.ebfcn.com/' target='_blank'>光大期货</a> <a href='http://www.cifco.net/' target='_blank'>中期期货</a> <a href='http://www.citicsf.com/' target='_blank'>中信期货</a> </div>  </div> </div> <div ct"> <div class="bold">合作伙伴</div> <div class="flex" id="IdxFlink"> <div> <a href='http://www.cs.ecitic.com/newsite/' target='_blank'>中信证券</a> <a href='http://www.ctfund.com' target='_blank'>财通基金</a> <a href='http://www.newone.com.cn/' target='_blank'>招商证券</a> <a href='http://www.dwzq.com.cn/info-product/' target='_blank'>东吴证券</a> </div> <div> <a href='http://www.yafco.com' target='_blank'>永安期货</a> <a href='http://www.ebfcn.com/' target='_blank'>光大期货</a> <a href='http://www.cifco.net/' target='_blank'>中期期货</a> <a href='http://www.citicsf.com/' target='_blank'>中信期货</a> </div>  </div> </div> <div c�� </div> </div> </div> </div> <div id="dvCmtList" waiting="1" showevent="LoadComment()"> <div class="cmtItem flex rowtemplate xRepM" lastdt="{{$val.JsonDtime({LastReplyDT})}}" rid="{{id}}"> <div class="pface" background-image="{{GetUserFace({Face})}}"></div> <div class="f1 lineheight"> <div><span class="mgRight xname">{{Creator}}</span><span class="ScoreStart"></span></div> <div>{{Body}}</div> <div class="right"> <span class="smgy mgRight">{{$val.TimeAgo({Dtime})}}</span> <a href="javascript:;" onclick="CmtReplying(this)" class="gray">[回复]</a> </div> <div class="replyList" ignorebind> <div class="cmtItem fl��ex rowtemplate" uid="{{Uid}}" rid="{{id}}"> <div class="rface" background-image="{{GetUserFace({Face})}}"></div> <div class="f1"> <div> <span class="xname">{{Creator}}</span><span>：</span> <span class="smgy" visible="{{({BeQuoteUID}>0)}}">回复</span> <span>{{BeQuote}}</span> </div> <div>{{Body}}</div> <div class="right"> <span class="smgy mgRight">{{$val.TimeAgo({Dtime})}}</span> <a href="javascript:;" onclick="CmtReplying(this)" class="smgy">[回复]</a> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="rightFence"> <div class="fenPart" style="margin-bottom: 20px;"> <div class="title icon-namecard">上传用户</div> <div id="dvUploader"> <div class="user"> <a class="face"></a> <div class="un"> <a></a> </div> </div> <div class="fen3"> <div> <a> 文章<div class="num">0</div> </a> </div> <div> <a> 报告<div class="num">0</div> </a> </div> <div> <a> 图书<div class="num">0</div> </a> </div> </div> </div> </div> <div class="fenPart"> <div class="fbgTitle icon-image-text " style="background: #ab6826;"> 相关报告 </div> <div class="fenPLA">  <a href="6496873">20251209-东莞证券-财富通每日策略.pdf</a> <a href="6496872">20251209-东吴证券-策略点评：若美联储鹰派降息会如何？——港股&海外周观察.pdf</a> <a href="6496871">20251208-华金证券-定调积极，进一步强化春季行情开启.pdf</a> <a href="6496870">20251205-太平洋-策略日报：风来！.pdf</a> <a href="6496869">20251208-太平洋-策略日报：等新高.pdf</a> <a href="6496867">20251207-国金证券-2026，钻木取火.pdf</a> <a href="6496866">20251208-东吴证券-北交所定期报告：中共中央政治局召开会议分析经济工作，北证50上涨1.27%.pdf</a> <a href="6496865">20171212-东方证券-投资策略：美国税改推进对中国影响有限：太阳照常升起.pdf</a> <a href="6496864">20171213-中原证券-市场分析：权重股再度回落沪指遇阻半年线.pdf</a> <a href="6496863">20171212-粤开证券-【联讯中小盘年度策略】紧抓增长逻辑不变，部分次新股估值优势已现.pdf</a>  </div> </div> </div> </div> </div> <div class="footerBack"> <div class="BodyWidth" id="dvFooter"> <div class="split"> <div class="mgBottom"> <img src="/_image/proj/logowhite.png" class="ftLogo" /> <span style="font-size: 32px;">mtachn.com</span> </div> <div class="lineheight"> © 2013 mtachn,. All Rights Reserved. </div> <div> 苏ICP备48665885号-3 </div> </div> <div class="split lineheight"> <div class="bold">关于我们</div>  <a href='/web/About/Us?tab=0' target='_blank'>学会宗旨</a> <a href='/web/About/Us?tab=1' target='_blank'>培训考试</a> <a href='/web/About/Us?tab=2' target='_blank'>联系方式</a>  </div> <div class="split lineheight"> <div class="bold">资源投稿</div>  <a href='/web/About/Contrib?tab=0' target='_blank'>积分规则</a> <a href='/web/About/Contrib?tab=1' target='_blank'>投搞协议</a> <a href='/web/About/Contrib?tab=2' target='_blank'>评审标准</a>  </div> <div class="split lineheight"> <div class="bold">合作伙伴</div> <div class="flex" id="IdxFlink"> <div> <a href='http://www.cs.ecitic.com/newsite/' target='_blank'>中信证券</a> <a href='http://www.ctfund.com' target='_blank'>财通基金</a> <a href='http://www.newone.com.cn/' target='_blank'>招商证券</a> <a href='http://www.dwzq.com.cn/info-product/' target='_blank'>东吴证券</a> </div> <div> <a href='http://www.yafco.com' target='_blank'>永安期货</a> <a href='http://www.ebfcn.com/' target='_blank'>光大期货</a> <a href='http://www.cifco.net/' target='_blank'>中期期货</a> <a href='http://www.citicsf.com/' target='_blank'>中信期货</a> </div>  </div> </div> <div class="f1"></div> <div class="rqr"> <img src="/_image/qr/qrofa.png" /> 微信公众号 </div> </div> </div> <script src="https://www.edingya.cn/Sv/VisitStat?v=1.0.0&appid=SVF_00000003"></script> <span id="MasViewBagString">{"InnerBanner":null,"MbPageUrl":"/m/Datums/Report?id=6496868","PageTitle":"20251208-开源证券-投资策略专题：当春季躁动遇上估值慢牛.pdf-宏观策略 - 研究报告","Redirect":null,"Data":{"Uploader":{"ID":14,"Face":"/_files/face/0/0wjg1lbb.jpg","UName":"召伟晔","UpArts":0,"UpRpts":23146,"UpLbies":30},"Rid":6496868,"IsPdf":true,"IsExist":true,"PdfUrl":"/download2.mtachn.com/upload/report/宏观策略/20251208-开源证券-投资策略专题：当春季躁动遇上估值慢牛.pdf","RePage":-1},"UserInfo":{"ID":0,"UName":null,"Face":null}}</span> </body> </html>