瑞银证券孟磊：A股盈利或逐季温和复苏

中证金牛座2025-07-01

日前，瑞银证券中国股票策略分析师孟磊认为，在宏观环境稳定的前提下，今年A股盈利可能逐季温和复苏；短期震荡后，市场有望在中长期迎来上升机遇。他表示，中期来看，任何增量的财政和货币政策或能在一定程度上提振市场信心，推动A股市场估值提升；同时，中长期资金的持续入市在中期将为估值的结构性重构提供上行动能。孟磊表示，近年来中国正经历全面的结构性改革，也能逐步增强投资吸引力，其中外商准入门槛的降低、民营企业...

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