中金公司：仍然建议保留红利低波作为底仓资产

中国金融信息网2025-07-16

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！转自：新华财经新华财经北京7月16日电中金公司研报指出，向后展望，我们认为短期市场仍然面临较多不确定性，但中期而言，我们对下半年市场持较为积极的观点。基本面层面，金融数据往往是市场的前瞻指标，货币增速等指标改善表明政策已经在行动，近期高规格会议再提“反内卷”也体现出对于物价偏弱等问题的重视；资金面层面，市场经历10个月区间...

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