Core Viewpoint - The article discusses the impact of a weaker US dollar on global liquidity and the resulting positive performance of equity assets, highlighting a broad market rally in response to these conditions [2] Group 1: Market Conditions - A weaker US dollar has led to improved liquidity in the market, which is a significant factor driving the recent performance of equity assets [2] - The article notes that this liquidity recovery has resulted in a widespread increase in equity products across various markets [2] Group 2: Global Asset Allocation - The article emphasizes the importance of global asset allocation strategies in the current market environment, suggesting that investors should consider diversifying their portfolios to capitalize on the positive trends driven by the weaker dollar [2] - It highlights that the current market conditions present potential investment opportunities in various sectors, particularly those that benefit from increased liquidity [2]
【申万宏源策略】弱美元下流动性修复，权益商品普涨——全球资产配置每周聚焦 (20251128-20251205)
申万宏源证券上海北京西路营业部·2025-12-09 02:12