十大券商策略:市场震荡再平衡 积极防御仍是核心

东方财富网
Jul 27

中信证券:二次原油冲击不改8月行情修复趋势   此轮中东原油冲击不再是第一轮的小号重演,而是缓冲耗尽后的二次冲击。两轮油价冲击过程中,市场最拥挤的交易结构完全不同,意味着市场不会简单复制二季度的行情运行模式。唯一相对确定的是中东战争走向越发难以预测,矛盾长期化的风险在提高,意味着市场短期不可避免地需要经历降低风偏的过程。不过从量价和情绪指标来看,负面的事件和叙事已经反映到了短期比较极端的跌幅当中,...

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