截至收盘,中证A500指数下跌0.5%,中证A100指数下跌0.6%,中证A50指数下跌0.7%。
中信建投证券认为,地缘冲突引发全球金融市场短期调整,A股当前情绪杀跌已较充分,若后续局势不进一步升温,市场将快速回归国内经济、政策及流动性主导的中长期趋势。后续A股聚焦景气与确定性双主线布局,景气主线受益于AI算力资本开支加速,确定性主线核心是HALO交易。
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