$滬深 300(000300.SH)
LPR 进一步下调，5 年以上定期存款利率 1.x；
房地产流动性差；
消费仍然相对理性；
企业也可以用低利率的新债填掉旧债，优化债务结构。
不说基本面怎么样，技术性的流入股市应该很合理。除非预期大 A 要价值毁灭了，否则买一些最稳妥的收息股，理论预期收益率也比拿着现金或者其他低收益率的固收强？
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