金吾财讯 | A股三大指数全天震荡整理，截至收盘，沪指跌0.12%，创业板指跌1.43%，深证成指跌0.69%。沪深两市全天成交额1.64万亿，较上个交易日缩量949亿。总体上看，个股跌多涨少，全市场超3400只个股下跌。盘面上看，DRG/DIP、MLOps、SPD等概念板块跌幅居前，盲盒经济、珠宝首饰、拼多多等概念板块涨幅居前。东莞证券表示，节后市场继续回暖，国产AI重估成为重要情绪催化，国内宏观政策因素暂时淡化，产业信息和情绪的定价较为迅速。预计科技行情将继续演绎，但随着交易行为的高度一致，分化不可避免，需要保持一份理性。国内方面，1月份官方制造业PMI重回荣枯线下方，而春节错月推升CPI，短期面临回落压力。国内新的刺激政策预期会随着“两会”临近逐步加强，春季行情值得期待，重点关注适度宽松的货币政策何时落地以及经济改善情况。板块配置上，现阶段可采取AI、机器人、半导体等科技创新主题为主，低估值高股息红利和优质消费龙头为辅的投资策略。
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