广发证券：6月以来市场线索，仍是银行、医药、算力权重抱团主导的指数行情

每日经济新闻2025-07-09

每经AI快讯，广发证券表示，整体上看，6月以来市场线索，仍是银行、医药、算力权重抱团主导的指数行情，这三个因素暂时没有打破底层逻辑，对应指数周内可能震荡或维持小幅上行。这种指数好于情绪的环境下，配置上的两种思路：1、趋势方向抱团，包括银行、医药、海外算力；2、题材轮动，包括高温（电力）、基本金属（铜铝）、稳定币等。海量资讯、精准解读，尽在新浪财经APP

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