申万宏源:A股三季度仍为震荡市,四季度中枢有望抬升

第一财经
10 Jun

年初以DeepSeek为代表的人工智能“破圈”,引发全球投资者对中国科技资产的价值重估;4月美国对等关税政策,导致全球金融市场剧烈波动;近期,以创新药和新消费为代表的新力量加速蓄势,成为市场的关注主线。那么,2025年下半场,资本市场又将如何演绎?“当前我们正处在全球政治经济格局重塑的关键时点,2020年以来全球资本加速向美国市场聚集的趋势,正呈现出明显的扭转态势;当前我们正处在新一轮全球科技革命...

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