1月10日,沪指跌1.33%,深证成指跌1.80%,创业板指跌1.76%。成交额超1.1万亿,超4800只股票下跌。商业百货、文化传媒、光伏、通信服务、家电、互联网、计算机板块跌幅居前。财信证券表示,展望 2025 年,宏观政策定调更为积极,在无风险利率下行与政策加力有望改善经济预期的背景下,银行板块稳健红利属性与复苏交易逻辑兼具。投资逻辑上,建议把握三条主线:主线一:稳健红利策略。在无风险利率...
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