蜂巢基金权益市场周度观点(02.24-02.27)

蜂巢基金
Yesterday

上周为春节后第一周,A股只有4个交易日,市场延续反弹,成长风格更优,国证价值和国证成长分别上涨2.26%和2.37%,港股和美股调整。美元指数在98附近震荡,离岸人民币兑美元继续小幅升值破6.90到了6.87附近,刷新近期的新高。上周迎来春节后的开市,市场将春节长假内的数据、信息汇总后,总体向上进行,表现较强的是资源、涨价板块,包括钢铁、有色金属、化工等,总体看核心逻辑围绕“供给收缩+现货涨价+...

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