银河证券:节前短期波动加大 不改市场向好趋势

GateNews

金十数据9月29日讯,银河证券研报称,节前部分资金情绪趋于谨慎,市场交投活跃度小幅回落,宽基指数呈现震荡格局,但短期波动不改市场向好趋势。同时,结构性行情依然突出,科技板块受益于海内外产业趋势持续催化,尽管在情绪面影响下,周五行情出现调整,但短期压力释放后,仍存在修复向上空间。展望后市,随着10月即将召开的二十届四中全会聚焦“十五五”规划,A股市场有望迎来关键窗口期,市场风险偏好或将进一步回暖。同时,流动性预计延续向好趋势,两融余额处于上行通道中,居民存款搬家仍处于初期阶段,美联储降息为全球流动性提供支撑。仍需关注中美谈判对短期结构性行情的扰动。

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