华安基金:货币政策定调“适度宽松”,本周美联储大概率降息

新浪基金12-17

行情回顾及主要观点:   过去一周港股大盘上涨,红利板块小幅回调:恒生港股通中国央企红利全收益指数下跌0.25%,恒生全收益指数上涨0.53%,恒生科技全收益指数上涨0.33%。恒生一级行业中,必需性消费、电讯业领涨,医疗保健、地产建筑业领跌。(数据来源:Wind,统计区间为2024/12/9-2024/12/13)   资金流向方面,上周南向资金净流入边际增加,上周净流入211亿港元;而外资情绪...

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