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郑眼看盘 | A股维持震荡格局,个股或有结构性机会
Sou Hu Cai Jing·2025-05-17 04:39

Group 1 - A-shares experienced small gains overall, with the Shanghai Composite Index rising 0.76% to 3367.46 points, while the Shenzhen Composite Index increased by 0.80% and the ChiNext Index by 0.92% [1] - The market reacted positively to the news of successful US-China tariff talks, but the gains were limited due to a lack of definitive information during the trading week [1] - On Wednesday, A-shares saw a rebound driven by insurance and brokerage stocks, but the number of declining stocks outnumbered those that rose, indicating low market sentiment [1] Group 2 - The US economic indicators released this week were weaker than expected, but the success of the US-China tariff negotiations significantly reduced investor concerns about a potential recession in the US [2] - Market expectations for a Federal Reserve rate cut have decreased, with a higher probability now seen for a cut in September rather than July [2] - It is anticipated that A-shares will maintain a volatile pattern in the short to medium term, with limited systemic opportunities despite some structural opportunities in individual stocks [2]