作者:李健、王子翌导读上周(20250119-20250125)大类资产表现:中长期资金入市方案落地,A股港股表现亮眼,人民币汇率大涨。特朗普上任政策相对温和,美元指数小幅回落,美国欧洲权益上涨。债市方面国债短端利率上移,美债利率走稳。大宗商品市场涨跌互现,黑色系中螺纹钢延续涨势,原油、天然气回落,沪金价格创历史新高。摘要▶上周大类资产表现:中长期资金入市方案落地,A股港股表现亮眼,人民币汇率大涨...
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