中国银河证券研究所章俊团队在最新研判中指出,从政策面上看,面对美国加征“对等关税”的冲击,中国政策方面有充分的准备,政策调节空间较大。从基本面看,随着一系列政策持续加码,国内经济延续边际改善。从资金面上看,随着中长期资金入市政策进一步落实,A股市场资金面结构有望进一步优化。从估值来看,相比海外市场来讲,A股估值仍然处于偏低位置。全A股债利差在3年滚动均值+2倍标准差附近,处于历史高位水平。展望后续...
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