(来源:研报虎)近期市场交易定价反应了公募考核新规基准回补效应、去产能、高层会议经济定调及美国关税及美国降息预期波动等政策影响,市场明显放量,两融波动新高,银行、保险板块高位波动,券商、多元金融有所走强。交易节奏而言,经济数据走弱下流动性驱动市场走强的趋势或有望延续,可能要重点聚焦关注内部问题、居民存款搬家持续效应及美国经济可能衰退引发降息的效应,中期具体或要看包括四中全会等重磅会议。需要高度重视...
Source Link(来源:研报虎)近期市场交易定价反应了公募考核新规基准回补效应、去产能、高层会议经济定调及美国关税及美国降息预期波动等政策影响,市场明显放量,两融波动新高,银行、保险板块高位波动,券商、多元金融有所走强。交易节奏而言,经济数据走弱下流动性驱动市场走强的趋势或有望延续,可能要重点聚焦关注内部问题、居民存款搬家持续效应及美国经济可能衰退引发降息的效应,中期具体或要看包括四中全会等重磅会议。需要高度重视...
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