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A股市场一枝独秀 大宗商品现分化
uSMART盈立智投 07-09 17:32

全球市场回顾

上周,中国市场一枝独秀,表现喜人。全球其它主要市场,除德国有微涨外,均收跌。

受全球主要市场拖累,MSCI核心区域指数均收跌。

全球各行业,防御属性较强的金融、必选消费板块获得微涨。

上周,港股板块中医疗保健、必选消费行业获得一定的涨幅。

上周,申万一级行业整体表现喜人,板块轮动仍较为明显。其中,此前调整幅度较大的医药板块取得了7.58%的周收益。而此前涨幅亮眼的钢铁、有色金属板块则现回调。

上周,美股各股票风格也呈普跌,但价值风格整体抗跌。

全球大宗商品期货呈分化行情,尤其是农产品方面。  

全球基金投资者动态 

上周,美、中、日、韩市场资金交易均较为活跃。

大类资产方面,股票ETF中大盘、全市场仍最受投资者青睐。固定收益ETF方面,投资者信用偏好降低,可投资级中较高等级信用债ETF获得最大净流入。

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