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中加基金权益周报︱股市虹吸资金压力持续,债市再度调整_蜘蛛资讯网

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1.8%的10年期国债对银行而言有较高配置性价比,构成了近期十债的上行压力位。转债市场方面,短期牛市氛围继续主导市场,市场正进入中报密集披露期,可持续关注中报季景气支撑或业绩兑现超预期的结构性机会。展望后市,建议投资者关注三条线索:一是受益于反内卷政策的中游制造环节,挖掘景气改善与供给出清的重点行业;二是景气科技板块,AI产业链的相关企业值得重点关注;三是短期稳健型配置需求增加同时具备中长期战略性

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