申万宏源策略:A股长中期的波段定位

东方财富网
Yesterday

一、国庆资产价格表现:10月美联储加息预期下修,但原油价格反弹后高位拉锯,美债收益率创新高后维持高位。高美债收益率和相应的美国经济中期担忧仍未找到破局点。假期各国权益市场表现更偏向于中期趋势延续,事件性催化带来的影响偏向于小级别:美股延续反弹,结构分化加剧,日股强反弹(日央行10月加息概率同样下修),中国可比资产小幅调整。  国庆资产价格表现特征:9月美国PCE和新增非农就业低于预期,美联储官员...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10