长城证券*行业报告*美联储降息或已在路上,流动性驱动市场走强格局将持续-非银周观点*非银行金融*刘文强 20250825

长城证券
Aug 26, 2025

报告名称: 美联储降息或已在路上,流动性驱动市场走强格局将持续-非银周观点报告类型: 行业报告报告日期: 20250825研究员: 刘文强行业: 非银行金融投资评级:强于大市(维持)【内容摘要】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提升等政策影响,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...

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