Lex: FT's flagship investment column
As the conflict in Iran stretches into its fourth day and threatens to spill over into the wider region, the staggering financial and strategic costs the U.S. is incurring to finance its military efforts are colliding with a sobering admission from the Oval Office.
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站在当下，尽管短期地缘风险上升，但国内两会、流动性宽松、盈利修复等支撑因素还在，市场或博弈宽松政策预期。长城证券指出，券商板块正处于“高景气+低中枢估值+资金压制边际缓和”的阶段，短期大概率随大盘高波动震荡，但中期仍处估值修复向上的通道，性价比较高。*