A股三大指数集体低开，沪指低开0.06%，深成指低开0.12%，创业板指低开0.29%，抖音小店、供销社系、证券等板块指数跌幅居前。中信建投证券表示，市场短期处于震荡整固期，后续基本面修复弹性、稳增长政策具体力度和微观流动性的改善与明朗是推动市场上行的关键。投资者可以保持耐心，观察变化，逢调整逐步展开布局。年初行业配置方向上，重点关注和短期总量相关性低或者受益政策预期的行业。关注军工、风光储、游戏、半导体设计、汽车、地产链、食品等。
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