德银：盈利强劲但股票型主动投资者仍谨慎，资金或 soon 流入股市
📌 Equity Discretionary investors remain cautious despite strong earnings growth. But with estimates still moving higher and macro risks contained, ...
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德意志银行指出，尽管盈利增长强劲，股票型主动投资者（Equity Discretionary）仍保持谨慎。但盈利预期持续上调、宏观风险可控，现金可能很快回流股市。
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