过去一周,得益于内外部环境的持续改善,大盘延续震荡修复走势。从内部来看,设备更新和以旧换新、中长期资金入市等政策部署陆续落地,自上而下的政策落实有序推进,有力支撑了市场偏好。从外部来看,美国政府换届靴子落地,美债收益率、美元高位回落,人民币贬值压力显著缓解,外部担忧告一段落。鉴于国内政策积极发力,经济基本面边际向好,并且外部风险阶段缓和,预计A股龙年能够平稳收官,节后也有望实现开门红。历史数据显示...
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