天风 · 1月金股

天风研究
Jan 01

资料来源:WIND,天风证券研究所资料来源:WIND,天风证券研究所【策略】跨年将至,把握春季攻坚行情春节效应:节后表现往往强于节前。各宽基指数春节前后走势整体相似,小盘股波动率更大。明年上半年或存在降准降息的可能。复盘2020–2025年央行降准降息操作,降息主要在Q2-3季度落地,近年来仅20、22年受到疫情外生冲击时在Q1落地,而降准在Q1\Q3落地更多。当前DR007处于低位震荡,12月...

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