安信證券：經濟的觸底仍需等待

智通財經
2023.07.19 04:58
安信證券認為，二季度經濟數據主要反映了積壓需求釋放完畢、企業存貨去化的影響。從 6 月指標來看，企業存貨去化的進程已經接近尾聲，終端需求經歷前期大幅下滑後出現邊際改善。不過由於實體部門信心和預期偏弱、房地產領域下行壓力巨大、以及政策保持定力，經濟的觸底回升仍然需要觀察。考慮到流動性環境寬鬆、經濟失速的風險較小，權益市場單邊持續下行的概率偏低，但市場的企穩改善需要較長時間等待。
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