美债扰动不改A股中期运行逻辑券商建议锚定盈利修复主线

东方财富网06:39

过去一周，美债长端利率快速上行，成为压制市场风险偏好的核心变量。其中，成长风格受到的影响尤为显著。券商策略展望报告认为，短期来看，市场或仍受海外波动、筹码结构扰动而出现震荡反复，但外部冲击并未改变A股中期运行的核心逻辑，后续随着国内政策效果逐步显现、企业盈利持续修复，反弹行情有望延续。　　美债冲击导致科技股短线承压　　在机构看来，近期市场调整的直接触发因素是美债利率的扰动。30年期美债利率上周盘中...

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href=http://stock.eastmoney.com/news/11791,202608243850440274.html><strong>东方财富网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一周，美债长端利率快速上行，成为压制市场风险偏好的核心变量。其中，成长风格受到的影响尤为显著。券商策略展望报告认为，短期来看，市场或仍受海外波动、筹码结构扰动而出现震荡反复，但外部冲击并未改变A股中期运行的核心逻辑，后续随着国内政策效果逐步显现、企业盈利持续修复，反弹行情有望延续。　　美债冲击导致科技股短线承压　　在机构看来，近期市场调整的直接触发因素是美债利率的扰动。30年期美债利率上周盘中...</p>\n\n<a href=\"http://stock.eastmoney.com/news/11791,202608243850440274.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SHY","symbol_name":"债券指数ETF-iShares Barclays 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美债扰动不改A股中期运行逻辑 券商建议锚定盈利修复主线

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美债扰动不改A股中期运行逻辑券商建议锚定盈利修复主线