2025年8月A股及港股月度金股组合:市场或继续震荡上行

光大证券股份有...
29 Jul

7 月A 股港股市场有所回暖7月A股主要指数普遍上涨,行业端几乎普涨。受市场情绪好转、政策催化等因素影响,7月(截至25日),A股主要指数普遍出现上涨,其中创业板指涨幅最大,上证50涨幅最小。行业端几乎普涨,受反内卷政策持续催化、雅江水电站建设等因素影响,钢铁、建筑材料、有色金属等行业表现较好。7月港股市场震荡上行。7月受海外扰动缓和、国内风险偏好回暖等因素影响,港股市场整体走势震荡上行。截至...

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