中金:A股市场已过重山 底部大概率已经出现

美港电讯
12 hours ago

【中金:A股市场已过重山 底部大概率已经出现】金十数据3月6日讯,中金公司研报称,展望后市,随着美联储进入降息周期、国内稳增长政策持续发力,我们认为A股市场已过重山,底部大概率已经出现,风险偏好有望回升。在科技与文化领域发展超预期的催化下,市场结构性机会增多,自下而上的赛道研究更加重要。从节奏上看,当前市场普遍预期美联储降息的时点在6月,届时汇率掣肘减轻,下半年市场表现有望好于上半年。

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