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经济周期真的有规律可循吗？华泰证券金工团队用硬核数据告诉你答案！从 42 个月的基钦周期，到 100 个月的朱格拉周期，再到 200 个月的库兹涅茨周期，这些藏在经济数据里的 “隐形齿轮”，如何驱动资产价格轮动？报告通过频谱分析、小波变换等量化工具，验证了全球金融经济系统存在稳定周期，就像大自然的四季更迭。更有趣的是，A 股短期牛熊由基钦周期主导，板块轮动暗藏 “消费→成长→价值→周期” 的密码。想知道如何用 “宏观 + 中观 + 微观” 框架捕捉周期机会？来听这场严谨又烧脑的周期探秘，让数据告诉你：跟着周期节奏投资，原来这么有章法！
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