截至收盤,中證A500指數下跌0.5%,中證A100指數下跌0.6%,中證A50指數下跌0.7%。
中信建投證券認為,地緣沖突引發全球金融市場短期調整,A股當前情緒殺跌已較充分,若后續局勢不進一步升溫,市場將快速回歸國內經濟、政策及流動性主導的中長期趨勢。后續A股聚焦景氣與確定性雙主線布局,景氣主線受益于AI算力資本開支加速,確定性主線核心是HALO交易。
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