编者按:7月8日,美银发布《中国投资指南针》,聚焦2025 年第三季度季报,建议投资者保持防御姿态,聚焦自下而上的盈利。股票策略保持防御姿态,聚焦盈利2025 年第一季度中国市场表现跑赢,但第二季度呈横盘震荡态势。4 月初,“解放日” 关税举措引发市场广泛抛售,但随后全球主要市场反弹,大部分收复失地。我们近期与投资者交流发现,他们对地缘政治紧张局势的担忧有所减轻(认为 “最糟糕的情况已经过去”),...
Source Link编者按:7月8日,美银发布《中国投资指南针》,聚焦2025 年第三季度季报,建议投资者保持防御姿态,聚焦自下而上的盈利。股票策略保持防御姿态,聚焦盈利2025 年第一季度中国市场表现跑赢,但第二季度呈横盘震荡态势。4 月初,“解放日” 关税举措引发市场广泛抛售,但随后全球主要市场反弹,大部分收复失地。我们近期与投资者交流发现,他们对地缘政治紧张局势的担忧有所减轻(认为 “最糟糕的情况已经过去”),...
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