金斧子私募证券月度报告市场回顾2025年8月目录/contents一、权益市场回顾与展望二、债券市场回顾与展望三、商品市场回顾与展望四、宏观指标回顾五、总结权益市场回顾与展望8月全球市场表现略显分化,重要股指普遍上涨。其中A股在创业板带领下强势上涨,美股与港股涨势较弱。美股市场8月缺乏明显主线支撑,普遍关注点在于降息问题。继非农数据不达预期,鲍威尔改口鸽派后,特朗普与美联储独立性之争仍在进行。...
Source Link金斧子私募证券月度报告市场回顾2025年8月目录/contents一、权益市场回顾与展望二、债券市场回顾与展望三、商品市场回顾与展望四、宏观指标回顾五、总结权益市场回顾与展望8月全球市场表现略显分化,重要股指普遍上涨。其中A股在创业板带领下强势上涨,美股与港股涨势较弱。美股市场8月缺乏明显主线支撑,普遍关注点在于降息问题。继非农数据不达预期,鲍威尔改口鸽派后,特朗普与美联储独立性之争仍在进行。...
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