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金融地产、消费、成长、医药谁更优？-20221218-东北证券-24页
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- 这份报告主要研究什么？
- 《金融地产、消费、成长、医药谁更优？-20221218-东北证券-24页》主要讨论：金融地产占优的主要驱动为政策支持和流动性宽松。跨年行情中金融指数（包括地产）的表现主要来自于政策和流动性驱动：（1）当地产政策和宏观流动性均偏松时金融明显占优。（2）当地产政策和流动性出现边际收紧时…
- 报告来自哪个机构？何时发布？
- 来源机构：东北证券，报告发布于 2022-12-18，篇幅约 26 页。
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