A股分析师前瞻：8月转机能否到来？美债利率如何影响A股资产？
本周券商策略分析师聊的比较多的是美债利率会如何影响A股资产？8月转机能否到来？
招商策略张夏团队指出，全球经济走向类衰退和降息周期，A股面临的外部流动性环境开始已改善。市场企稳的概率进一步提升，A股的配置思路也有望迎来转折。从此前偏外部主导，逐渐回到国内政策发力带来的相关投资机会。
建投策略陈果团队称，美欧经济数据低预期外围股市回调，美元走弱人民币汇率被动升值，乐观派预期宽松空间加大和全球资金再布局，悲观派担心出口承压。后续A股市场要形成向上合力，需让投资者确认扩内需政策实质显著发力，经济企稳预期下全球资金流入中国市场可期。
海通策略吴信坤团队称，下半年A股市场中枢或有望较上半年有所抬升。随着下半年海外主要经济体陆续步入降息周期，经济预期改善和企业盈利复苏有望吸引长线资金回流A股市场。
更多券商策略观点如下：
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