长江研究2025年9月金股推荐

长江证券股份有...
Aug 31, 2025

事件描述9 月份A 股市场预计在增量资金持续入市下延续“慢牛”行情。需重点关注两个方面:首先,9 月美联储降息或已成定局,若降息落地,全球风险资产有望受益;其次,流动性充裕背景下同样需要关注市场高低切可能。策略上聚焦三大主线:一是科技成长方向,继续关注 AI 算力+AI 应用领域,以及军工、创新药等,同样可关注低空经济、深海科技等新质生产力方向;二是价值方向,关注基本面改善的证券、保险等非银方向;...

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