复盘：中金 2023 十大预测

<section><section style="display: inline-block;"><img data-ratio="1.432170542635659" data-src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/VXjHib6YROwnDqvhaicpDdTOegAhayXXMicZibMIJfckRVKL0JVLjgibGibqAvLYibgrvwRgesCicbtqsZM8zY5bouyZ8w/640?wx_fmt=jpeg" data-type="jpg" data-w="1032"></section>​</section><p>展望一：美国衰退压力加大，中国有望在2023年实现全球率先复苏。</p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__9 js_darkmode__text__7">展望二：A股和港股2023年有望实现明显正收益，港股阶段性跑赢A股。</span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__9 js_darkmode__text__7"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__10 js_darkmode__text__9">展望三：疫后伴随需求修复，国内通胀或面临阶段性压力。</span></strong></span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__9 js_darkmode__text__7"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__10 js_darkmode__text__9"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__11 js_darkmode__text__11">展望四：中国货币宽松势减，利率中枢上行，大类资产股强于债。</span></strong></span></strong></span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__9 js_darkmode__text__7"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__10 js_darkmode__text__9"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__11 js_darkmode__text__11"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__12 js_darkmode__text__13"><span class="wx_text_underline">展望五：地产销售面积回升并转为正增长，房价局部面临上行压力。</span></span></strong><span class="wx_text_underline"></span></span></strong></span></strong></span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__13 js_darkmode__text__15">展望六：美国衰退和主动去库存周期下，中国出口仍或有压力。</span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__13 js_darkmode__text__15"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__14 js_darkmode__text__17">展望七：疫情影响逐渐淡出，泛消费行业可能是2023年重要的超额收益领域。</span></strong></span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__13 js_darkmode__text__15"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__14 js_darkmode__text__17"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__15 js_darkmode__text__19"><span class="wx_text_underline">展望八：互联网和医药行业有望在2023年迎来反转。</span></span></strong><span class="wx_text_underline"></span></span></strong></span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__13 js_darkmode__text__15"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__14 js_darkmode__text__17"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__15 js_darkmode__text__19"><span class="wx_text_underline"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__16 js_darkmode__text__21">展望九：A股和港股资金面整体好转，海外资金逐步回流。</span></strong></span></span></strong></span></strong></span></strong></p><p><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__13 js_darkmode__text__15"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__14 js_darkmode__text__17"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__15 js_darkmode__text__19"><span class="wx_text_underline"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__16 js_darkmode__text__21"><strong><span style="color: rgb(100, 0, 0);" data-style="color: rgb(100, 0, 0);" class="js_darkmode__17 js_darkmode__text__23">展望十：美元趋势性拐点或待下半年，人民币震荡走强。</span></strong></span></strong></span></span></strong></span></strong></span></strong></p><p><span style="color: rgb(100, 0, 0);font-weight: 700;">2023年就要结束，中金这份答卷，大家给几分？</span></p><p style="display: none;"><mp-style-type data-value="10000"></mp-style-type></p>