市场状态:修复在继续 本周美联储议息会议召开,加息如期落地,美债期限溢价进一步回落;同时美伊冲突释放缓和预期,油价高位回调,外部宏观风险不确定性下降,A股市场迎来反弹。值得一提的是,由于近期反弹逼近关键政治事件(中美领导人会晤)落地敏感期,参考过去“93阅兵”、“5月中美领导人会面”等重大事件前后市场表现,市场确实反弹窗口受到重大事件博弈的限制,当然市场特征上本轮相对占优:当前处于低波反弹期,两...
Source Link市场状态:修复在继续 本周美联储议息会议召开,加息如期落地,美债期限溢价进一步回落;同时美伊冲突释放缓和预期,油价高位回调,外部宏观风险不确定性下降,A股市场迎来反弹。值得一提的是,由于近期反弹逼近关键政治事件(中美领导人会晤)落地敏感期,参考过去“93阅兵”、“5月中美领导人会面”等重大事件前后市场表现,市场确实反弹窗口受到重大事件博弈的限制,当然市场特征上本轮相对占优:当前处于低波反弹期,两...
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