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收评:沪指跌近1%失守3900点,创业板指跌超4%,半导体板块大幅回调
10日,两市股指盘中震荡下探,尾盘加速跳水,沪指失守3900点,创业板指一度跌超5%。 (文章来源:证券时报网) 截至收盘,沪指跌0.94%报3897.03点,深证成指跌2.7%报13355.42点,创业板指跌4.55%报3113.26点, 科创50指数跌5.61%,沪深北三市合计成交25345亿元。 盘面上看,半导体板块大幅下挫,有色、芯片股均走低;燃气、煤炭、钢铁、农业、食品饮料、石油、 地产等板块拉升,保险、银行、券商、酿酒板块均上扬。 中金指出,当前市场仍处于8月底以来的震荡行情,后续趋势性行情可能需要新的催化因素,但下行风 险相对有限,多个重要变化共振使得前期市场资金热度较高,市场下行空间有限,同时节后10月召开的 二十届四中全会有望审议"十五五"规划建议,助力支撑市场预期。 ...
A股开盘速递 | 三大指数集体低开 白酒、油气等板块表现活跃
智通财经网· 2025-06-18 01:46
Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.04% and the ChiNext Index down 0.16%, while sectors like liquor and oil extraction showed activity, and rare earth permanent magnets and innovative drugs faced declines [1] - Huaxi Securities focuses on the upcoming Lujiazui Forum on June 18, expecting the release of significant financial policies that could support the A-share market's upward momentum [1] - The recent negotiations between China and the US align with market expectations, but geopolitical tensions in the Middle East are impacting global risk appetite, leading to short-term fluctuations in A-shares [1] Group 2 - China Galaxy Securities anticipates that the A-share market will likely maintain a volatile trend in the short term, emphasizing the importance of structural opportunities [2] - Despite external uncertainties, domestic economic resilience is expected to strengthen due to ongoing policy support, with a notable trend of residents reallocating wealth towards financial assets [2] - The expansion of equity public funds and the influx of medium to long-term capital are expected to contribute to a stable and improving funding environment for A-shares [2] Group 3 - Shenwan Hongyuan suggests that stable capital market policies provide a "buffer" against macro disturbances, allowing for a focus on sector performance rather than macroeconomic analysis [3] - The primary downside risk for the market is linked to long-term transmission chains, particularly if the US economy underperforms, which could delay improvements in A-share supply-demand dynamics [3] - The process of validating China's global competitiveness is seen as a phase for optimistic expectations to develop, although this may also introduce potential disturbances as market conditions change [3]