券商晨会精华 | 12月基本不存在流动性缺口资金面对债市的风险有限

智通财经网2025-12-03

市场昨日震荡调整，沪深两市成交额1.59万亿，较上一个交易日缩量2805亿。板块方面，福建、食品、医药商业等板块涨幅居前，能源金属、有色金属、影视院线等板块跌幅居前。截至昨日收盘，沪指跌0.42%，深成指跌0.68%，创业板指跌0.69%。在今天的券商晨会上，中信证券提出，12月基本不存在流动性缺口，资金面对债市的风险有限；中信建投指出，阿里云持续加速，开源生态+模型性能构建B端壁垒。中信证券：...

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券商晨会精华 | 12月基本不存在流动性缺口 资金面对债市的风险有限

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券商晨会精华 | 12月基本不存在流动性缺口资金面对债市的风险有限