市场结构的变化:波动率放大中,市场主线正悄然转变本周(2025 年9 月1 日至2025 年9 月5 日,下同)市场在海外债市流动性冲击,上市公司中报与重大事件落地后交易结构正常化等集中影响下出现了大幅波动,部分前期热点板块上演“过山车式”行情。周度视角来看,过去连续三周涨幅排名前三的通信、电子在本周迎来回调,而我们前期重点提示的有色金属持续强势,而以电力设备为代表的权重股迎来修复,在每天剧烈的...
Source Link市场结构的变化:波动率放大中,市场主线正悄然转变本周(2025 年9 月1 日至2025 年9 月5 日,下同)市场在海外债市流动性冲击,上市公司中报与重大事件落地后交易结构正常化等集中影响下出现了大幅波动,部分前期热点板块上演“过山车式”行情。周度视角来看,过去连续三周涨幅排名前三的通信、电子在本周迎来回调,而我们前期重点提示的有色金属持续强势,而以电力设备为代表的权重股迎来修复,在每天剧烈的...
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