国泰君安期货：期指短期企稳契机增加，大势宽幅震荡

短期企稳契机增加，大势宽幅震荡。本轮下跌核心驱动在于外部流动性冲击、赛道拥挤出清。但基本面虽有瑕疵，如算力过剩担忧，涨价后下游需求承接存疑，但并不致命，目前科技巨头ROIC仍高于WACC。上周五大跌有中美关系小作文扰动因素，周末来看，利空证伪。为稳市场证监会今日将召开专题座谈会。预计短线或有超跌反弹。但趋势上本轮成交拥挤度修复、海外降杠杆尚不充分，重新形成做多共识仍然需要新的催化剂，譬如新的产业叙事，或流动性重新宽松等，预计大势高波震荡行情或延续。短线继续跟踪韩股表现，中东局势；7月下旬关注美股财报季开启，7月30日美联储议息会议，以及国内政治局会议。(国泰君安（HK1788）期货)$国泰君安国际(01788)$

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精彩评论

小晚财经
07-22
小晚财经
不只有证券业务，多元业务布局，抗风险能力更强，拿住不动
小晚谈投资
07-22
小晚谈投资
利空不断消化，行情修复越来越近了
理财小宇宙
07-22
理财小宇宙
拿稳筹码，别错过反弹行情

发表看法

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