A股的两条线索：政策信号与资金驱动

过去一周，两份研报分别来自汇丰（HSBC, 2025年9月2日）和澳新银行（ANZ, 2025年9月4日），共同聚焦中国市场。我结合这两份报告，总结出几个关键观察：本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》左兜儿在小宇宙查看该单集文稿

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A股的两条线索：政策信号与资金驱动

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