报告名称: 水流不会一息而止,良性正反馈机制正在逐步建立——周度策略行业配置观点报告类型: 投资策略研究报告日期: 20250817研究员: 汪毅,王正洁【内容摘要】一周热点事件复盘:美国7月份PPI拉低9月美联储降息预期、中国7月份非银存款同比可观、腾讯二季度业绩强劲、英伟达同意上缴在华收入的15%。本周(2025年8月11日-2025年8月15日)A股再进一城,上证指数一度冲破3700,突破...
Source Link报告名称: 水流不会一息而止,良性正反馈机制正在逐步建立——周度策略行业配置观点报告类型: 投资策略研究报告日期: 20250817研究员: 汪毅,王正洁【内容摘要】一周热点事件复盘:美国7月份PPI拉低9月美联储降息预期、中国7月份非银存款同比可观、腾讯二季度业绩强劲、英伟达同意上缴在华收入的15%。本周(2025年8月11日-2025年8月15日)A股再进一城,上证指数一度冲破3700,突破...
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