海外不确定性落地，A股核心资产受追捧

银华基金11-29

导语：回顾2024年，巨大的“不确定性”成为全球市场的核心特征。一方面，不确定性来自于经济上的“全球降息拐点何在”，主要经济体如何平衡增长与通胀，把握合适发展节奏，成为首要关注点。另一方面，不确定性来自于全球大选背景下的政治周期讨论，“新政策与新格局走向何方”备受瞩目。而今，两大不确定性皆落地，新周期开启之下，后市存在哪些新的机会？11月16日，相关部门发布《上市公司监管指引第10号——市值管理》...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241129081447971a91b9&s=b><strong>银华基金</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导语：回顾2024年，巨大的“不确定性”成为全球市场的核心特征。一方面，不确定性来自于经济上的“全球降息拐点何在”，主要经济体如何平衡增长与通胀，把握合适发展节奏，成为首要关注点。另一方面，不确定性来自于全球大选背景下的政治周期讨论，“新政策与新格局走向何方”备受瞩目。而今，两大不确定性皆落地，新周期开启之下，后市存在哪些新的机会？11月16日，相关部门发布《上市公司监管指引第10号——市值管理》...</p>\n\n<a 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