当前策略观点 核心观点一：关注国庆之后的日历效应。9月市场风险偏好回落，A股市场震荡调整，多数主要宽基指数下跌。从调整的原因来看，主要受内外因素共振，外部方面，美联储9月如期加息导致市场风险偏好下行；内部方面，部分国内机构调仓可能带来结构性影响。从历史来看，国庆假期之前市场表现平平，但之后市场通常有不错的表现，今年节前市场已出现一定幅度的调整，上证指数9月下跌3.6%，符合历史上“节前调整、节后...
Source Link当前策略观点 核心观点一：关注国庆之后的日历效应。9月市场风险偏好回落，A股市场震荡调整，多数主要宽基指数下跌。从调整的原因来看，主要受内外因素共振，外部方面，美联储9月如期加息导致市场风险偏好下行；内部方面，部分国内机构调仓可能带来结构性影响。从历史来看，国庆假期之前市场表现平平，但之后市场通常有不错的表现，今年节前市场已出现一定幅度的调整，上证指数9月下跌3.6%，符合历史上“节前调整、节后...
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