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A股拒绝调整,继续新高!
Sou Hu Cai Jing·2025-08-20 13:06

Group 1 - A-shares continue to perform well despite global market declines, with significant support from large financial stocks [1][4] - The recent drop in global markets, including a 1.46% decline in the Nasdaq, has led to a cautious approach from investors, prompting a sell-off [2][4] - The Jackson Hole meeting is anticipated to be crucial, with investors closely watching for comments from Fed Chair Powell regarding monetary policy adjustments [2] Group 2 - The initial low opening of A-shares provided a buying opportunity for investors, particularly in sectors like semiconductors, automotive, and liquor, indicating a structural bull market [4][6] - Margin trading has seen significant inflows, with net inflows of 39.7 billion and 29.4 billion in the previous two trading days, reminiscent of the 2015 market [4] - Major indices continue to reach new highs, although short-term indicators suggest potential for a structural adjustment in the near future [6]