CICC Strategy: A-shares are bottoming out, focus on policy responses

華爾街見聞
2024.08.18 10:40
文章稱，展望後市，伴隨我國穩增長政策仍有望加碼、當前資本市場政策紅利下制度不斷完善，投資者信心有望重新提振，海外方面，基準情形下我們認為美國經濟增長在放緩但可能並非衰退，就業及零售數據顯示美國經濟仍具韌性，通脹數據放緩支持美聯儲 9 月降息疊加情緒改善推動下美股市場企穩反彈；日本市場前期套息交易逆轉影響逐步減弱，外圍市場有所企穩也有助於和緩國內投資者風險偏好。
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