近期各类资金的共识在哪里？

华尔街见闻2025-07-18

两融：近期连续四周流入超百亿，主要流入TMT、大金融，对涨价资源品关注提升6月下旬以来，两融资金已连续四周流入超百亿，是本轮市场突破重要的助推力量。随着外部一系列不确定性相继落地，杠杆资金风险偏好持续抬升，近四周分别净流入265/118/225/287亿元（截至7月17日），已连续四周流入超百亿，成为近期市场突破重要的助推力量。成交占比看，5月以来两融成交额占比持续抬升，目前已经上升至9.45%的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071819100497ab0b00&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两融：近期连续四周流入超百亿，主要流入TMT、大金融，对涨价资源品关注提升6月下旬以来，两融资金已连续四周流入超百亿，是本轮市场突破重要的助推力量。随着外部一系列不确定性相继落地，杠杆资金风险偏好持续抬升，近四周分别净流入265/118/225/287亿元（截至7月17日），已连续四周流入超百亿，成为近期市场突破重要的助推力量。成交占比看，5月以来两融成交额占比持续抬升，目前已经上升至9.45%的...</p>\n\n<a 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