来源:中信建投证券研究文|周君芝 毛晨本周市场交易围绕三条主线展开。1、市场避险情绪升温,风格高低切。业绩期渐近,AH风格近两周调整中高切低,本周TMT板块表现相对落后。2、流动性宽松预期下,美债利率下行,美股连跌四周后止跌。美联储放缓缩表节奏,特朗普在降息方面有所表态,海外市场交易美国流动性环境转宽。3、金铜价格延续强势,原油有所反弹。美联储释放“鸽派”信号叠加地缘因素,全球商品本周偏强。本周...
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