中泰策略:节后行情的关键 美债收益率拐点何时出现

东方财富网
Oct 07

一、持股过节在海外市场得到验证,A股反弹高度取决于美债拐点  持股过节判断在海外市场得到验证,但节前A股科技表现弱于预期。假日期间纳斯达克再创新高,日韩股市整体较强,港股较节前基本平稳;A股科技在节前继续调整,长端美债收益率上行是主要压力。节后资金回流和超跌修复有望推动市场反抽,但反弹能否升级为更大行情,取决于美债收益率能否出现大级别拐点。  节前资金结构已经提供底部信号。科创50、创业板相关...

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