【券商聚焦】海通国际:待10月下旬四中全会进一步明确政策方向,同时中美贸易摩擦逐步缓和后,市场有望重拾升势

金吾资讯
Oct 13

金吾财讯 | 海通国际发研报指,在中美的西班牙会谈前,本轮中美贸易摩擦已先行升级:美国BIS将23家中国实体纳入清单,中国则宣布对美国产模拟芯片发起反倾销调查,美国推动扩大对俄罗斯能源制裁。随后举行的中美西班牙会谈总体进展尚可,TikTok谈判持续推进。该机构当时提出,尽管双方表态积极,但在核心议题上并未取得实质性突破,真正的关键进展或仍有待两国元首会晤。因此,下一阶段的市场催化预计更多依赖于国内...

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