固收专题:产业趋势和流动性宽松下 转债延续上涨行情

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Aug 17

市场回顾大类资产方面:2025 年8 月11-15 日上证综指、万得全A 分别上涨1.70%、2.95%,全市场日均成交额2.10 万亿。2025 年7 月工业增加值同比5.7%、社会消费品零售总额同比3.7%。经济数据有所回落,不改经济预期平稳和市场流动性充裕,市场延续上涨行情。行业上,通信、电子、非银金融等表现良好。通信行业或主要是英伟达称RUBINGPU 芯片“进展顺利”带动,电子行业或主要...

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