招商策略:变盘节点 积极布局

东方财富网
Sep 20

【观策·论市】宏观压制逐步解除,科技权重补涨可期。海外方面,美联储9月议息会议如期加息25bp至3.75%-4.00%,为本轮宽松周期中的首次加息,且点阵图与表态偏鹰、隐含年内还有一次加息,但负面冲击的靴子落地后,短期内缺乏更重要的宏观变量博弈,市场对宏观逐步脱敏、回归产业定价,压制科技板块的宏观约束逐步解除;美伊冲突僵局延续,油价高位运行,但市场对地缘扰动的定价趋于钝化。国内方面,8月经济数据...

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