长城证券*行业报告*美联储降息与元首通话共振,非银金融板块有望重拾升势-非银周观点*非银行金融*刘文强 20250922

长城证券
Sep 22, 2025

报告名称: 美联储降息与元首通话共振,非银金融板块有望重拾升势-非银周观点报告类型: 行业报告报告日期: 20250922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】海外科技映射、美国降息等影响,市场量能、走势波动较大,金融板块陷入调整。我们判断,宏大叙事、国内8月经济数据不及预期、美联储降息及市场流动性充沛或是驱动市场走强的关键因素,两融波动新高,8月非银存款继续增加...

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