EPISODE · Jun 5, 2025 · 3 MIN
2025下半年A股：政策暖风吹，结构性机会涌现
from 市场解码日报
2025年端午节后A股展望：政策与经济修复下的结构性机会，关注科技成长、政策红利、内需消费和高股息，警惕外部风险，三季度末或迎关键窗口下半年内需能否得到有效提振，将成为影响全年经济工作的核心变量。A股市场将更侧重于结构性机会，而非全面普涨。美联储降息节奏和中美贸易摩擦的反复性，仍是影响A股市场的重要外部因素。宏观经济运行将处于供给和需求双收缩格局。
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2025下半年A股：政策暖风吹，结构性机会涌现
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