【东吴晨报0528】【策略】【行业】石油石化【个股】名创优品、帝科股份、亚朵、继峰股份、联想集团

东吴研究所
May 28, 2025

欢迎收听东吴晨报在线音频:注:音频如有歧义以正式研究报告为准。策略微盘相对红利短期续涨概率<5%——资金流向和中短线指标体系跟踪(十四)宏观流动性与资金价格:公开市场操作:本期央行公开市场转为净投放,规模达9600亿元,央行已连续3月实现MLF超额续作;货币市场利率:央行呵护下资金面整体稳健;债券市场利率:债市表现有所分化,信用债强于利率债,国债收益率曲线陡峭化;外汇市场:评级下调叠加财政可持续性...

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