中金：10 月仍为中美流动性共振窗口期，AH 股性价比更高
Oct 10, 2025 17:54:45
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ChainCatcher 消息，据金十报道，中金发布研报称，美联储在 9 月重启降息，美元宽松周期进入新阶段。由于通胀在 8 月确认上行拐点，且美联储可能淡化通胀压力，预计美联储将快速降息，可能连续降息 3-4 次。展望未来，10 月可能仍为流动性共振的窗口期，A 股和港股相对美股的配置性价比更高，建议维持超配黄金。
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