国金证券：对于弱美元逻辑的过度依赖将意味着牛市行进中需要一次换挡

Core Viewpoint - Global investors have historically viewed the US dollar as the sole beneficiary of fiscal expansion and technological prosperity, but the recent weakening of the dollar has become a central theme in asset trading [1] Group 1 - The reliance on a weak dollar logic may necessitate a shift in the ongoing bull market, indicating a need for investors to prepare for changes driven by both global and domestic factors [1]