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华泰证券-策略月报：关税冲击下有哪些景气逆行者？-250406
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- 这份报告主要研究什么？
- 《华泰证券-策略月报：关税冲击下有哪些景气逆行者？-250406》主要讨论：我们的中观景气模型显示，3 月全行业景气指数转为下行，部分受去年闰年高基数效应下本月公布的 1-2 月合并数据普遍走弱影响，也反映内生增长的复苏仍一波三折。结合景气趋势、前瞻指标和盈利预期，我们观察…
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- 来源机构：华泰证券，报告发布于 2025-04-06。
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