金吾财讯 | 中金公司表示,2026开年A股市场表现强劲,成交额创历史新高。多重利好促成A股开年强势表现。但短期市场上涨较快、成交放量,一定程度也需防范短期波动。该机构认为短期需要高度关注市场节奏,相比于快速上涨透支乐观预期,阶段性震荡、放慢节奏更有助于以基本面改善推动指数前行而非单纯估值拉升,有利于持续吸引增量资金入市,形成良性循环,更有助于A股市场中长期健康发展。配置上,近期建议关注以下领域:...
Source Link金吾财讯 | 中金公司表示,2026开年A股市场表现强劲,成交额创历史新高。多重利好促成A股开年强势表现。但短期市场上涨较快、成交放量,一定程度也需防范短期波动。该机构认为短期需要高度关注市场节奏,相比于快速上涨透支乐观预期,阶段性震荡、放慢节奏更有助于以基本面改善推动指数前行而非单纯估值拉升,有利于持续吸引增量资金入市,形成良性循环,更有助于A股市场中长期健康发展。配置上,近期建议关注以下领域:...
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