华泰证券A股策略:波动率回升,布局确定性板块

澎湃新闻
May 26, 2025

炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 华泰证券A股策略指出,上周部分资金落袋为安的需求及小微盘股成交额占比走高构成了市场后半周调整的底色,当前市场进入日历效应指引的缺失期,上行及下行风险的能见度都较低,“上有顶、下有底”或仍将是市场短期的基准运行状态。海外关税有所反复、国内资金面有所扰动下市场波动或有回升,配置上建议把握波动中的确定性,一是中美贸易摩擦缓和、...

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