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中期选举年，美国政策利率倾向于抬升
中期选举年，美国政策利率倾向于抬升
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所属报告：
2026年宏观形势展望：向“改革”要红利-251116（29页）.pdf
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图1：不同世代消费者在各美妆品类中倾向于尝试新品牌的占比（2026年3月Tinuiti调查）
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行业数据
2026-04-22
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展览5 有限合伙人越来越倾向于在基础设施领域采用增值策略 目标资产配置预期，2026年
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行业数据
2026-03-26
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国内宠物主越来越倾向于通过短视频平台和社交媒体完成养宠痛点问题解决
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行业数据
2026-02-25
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人群占比(%)：在以下品类中，更倾向于选择连锁品牌还是本地小店？
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行业数据
2026-01-23
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图19、本轮周期企业倾向于“小幅裁员”，但近几个月单次裁员规模增加
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市场规模
2026-01-23
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在美国中期选举之年，美联储倾向于扩张资产负债
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行业数据
2025-12-22
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在美国中期选举之年，美国政府倾向于扩
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行业数据
2025-12-22
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当前岗位与团队管理方式更倾向于：（N=245）
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行业数据
2025-12-17
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2020-2021年间，主要经济体宏观审慎政策工具更倾向于宽松而非紧缩
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政策法规
2025-12-03
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图16：总的来说，在未来12个月内，您更倾向于青哪种资产管理规模（AUM）的基金经理？
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市场规模
2025-10-24
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图23、消费者更倾向于通过单品牌自行车专卖店购买骑行用品（2024年）
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行业数据
2025-09-22
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表2美国官方公布数据和市场主流观点倾向于认为本次为“预防式降息”
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行业数据
2025-09-18
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图7、独立投顾倾向于加大对ETF产品的配置
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行业数据
2025-09-08
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2024年中国消费者更倾向于购买生活日用品类型
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行业数据
2025-08-11
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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行业数据
2026-07-30
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全球酸奶及发酵乳制品市场规模（亿美元）
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行业数据
2026-07-30
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全球药用级益生菌市场规模（百万美元）
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行业数据
2026-07-30
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全球益生菌膳食补充剂市场规模及增速
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行业数据
2026-07-30
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全球拥有AKK专利菌株的核心企业
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行业数据
2026-07-30
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美国“中期选举”对中国贸易形势的影响或中性略偏正面；关税冲突 2.0 阶段的“抢出口”行为带来的透支效应，也不必过虑。1931 年以来的经验显示，中期选举年，美国政策偏向于“宽财政”和“紧货币”，中期选举年美国赤字率均值 2.78%，高于其他年份的 2.24%，美国政策利率平均上升 0.24 个百分点。为防止再现后半程“瘸腿”的情形，特朗普 2026 年或加速重要政策推进，2025 年争议较大的政策思路或适当调整。从美国进口数据角度看，中国本轮出口韧性主要源于中国出口竞争优势的强大，与“抢出口”关联不大，具体详见我们的报告《出口会否持续“超预期”？》。
政策法规
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2026年宏观形势展望：向“改革”要红利-251116（29页）.pdf
2025年来中间品、资本品出口占比上行
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