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A股后市怎么看？券商秋季策略会来了_蜘蛛资讯网

陈赫一人带七娃

为，景气成长类资产仍是A股市场主线，后市看好非银金融、A股地产链及港股地产板块、海外算力链和创新药，以及国产算力、国内AI基建、AI端侧应用等方向。　　近期市场呈现“高成长叙事”特征　　今年4月初以来，A股上涨行情引发关注。郭磊以“如何看本轮权益资产修复背后的宏观逻辑”为主题，剖析了背后的驱动因素，主要包括狭义流动性宽松、人民币升值等。　　郭磊表示，2024年9月以来，央行进行过两次降准，利率下行

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