投资策略周报:突破的核心因素与两个新机会

开源证券
Jul 13, 2025

(以下内容从开源证券《投资策略周报:突破的核心因素与两个新机会》研报附件原文摘录)市场主线的切换带来了新的契机近期A股在宏观预期未显著变化的背景下仍实现向上突破,体现出风险偏好强劲修复是因为从交易行为、资金流向到制度支持,多重信号共同构筑了市场上行的内在基础。尤其在宏观预期相对缺位,指数突破背后更多体现为资金容纳力增强的主线回归与主题活化。具体来看:一、券商板块发力激活市场关注度。二、TMT板块的...

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