金吾财讯 | 中国银河证券表示，对于中国股债市场展望，将受益于流动性向上逻辑。盈利有望接棒估值，成为市场聚焦的关键点。当前A股估值处于合理区间，有望呈现出向上动能。国内外货币政策宽松背景下，港股将迎来盈利与估值均上涨的格局，港股总体有望震荡上行。预计2026年10年期中国国债收益率波动区间在1.6%-2.0%。
金吾财讯 | 中国银河证券表示，对于中国股债市场展望，将受益于流动性向上逻辑。盈利有望接棒估值，成为市场聚焦的关键点。当前A股估值处于合理区间，有望呈现出向上动能。国内外货币政策宽松背景下，港股将迎来盈利与估值均上涨的格局，港股总体有望震荡上行。预计2026年10年期中国国债收益率波动区间在1.6%-2.0%。
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