摘要 我们在上期周报持续提示，考虑到外需冲击和内需复苏向上动能不足的压制，市场进一步上行空间有限，结构上考虑稳定红利打底，精选景气。本周海外金融市场动荡加剧，日本长债利率、美债利率明显上行；美欧贸易摩擦再出波折，验证特朗普对于关税问题的反复性，均将边际扰动市场风险偏好，短期需要更加稳健。 小盘风格出现交易过热信号。近期小微盘风格录得明显相对收益，在我们看来是存量博弈、快速轮动的市场环境下，资金为...
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