大类资产与风格轮动周报:美债利率上升 A股周期风格夏普比领涨

国泰君安证券股...
03 Nov 2024

本报告导读:上周(20241027-20241102)大类资产表现:美债收益率持续走高。国内权益市场小幅震荡,宽基指数周度多数收跌。国内利率曲线小幅下移。海外权益市场表现不佳。商品市场涨跌互现,黄金原油行情震荡。美元指数小幅上升,非美货币普遍下跌。投资要点:上周大类资产 表现:受透支预期和特朗普交易行情影响,美债收益率持续走高。国内权益市场小幅震荡,宽基指数周度多数收跌。国内利率曲线小幅下移。海外...

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