外部风险缓和叠加稳增长政策持续发力上周A股市场情绪显著回暖上证指数创下今年以来新高。盘面上新兴产业相关板块集体反弹数字经

智通财经
30 Jun
外部风险缓和叠加稳增长政策持续发力上周A股市场情绪显著回暖上证指数创下今年以来新高。盘面上新兴产业相关板块集体反弹数字经济概念涨幅居前非银金融板块同样表现突出。指数的突破显著推动机构风险偏好回升。卖方策略观点认为在政策基调积极、各类主题机会活跃、市场资金面充裕、部分科技板块景气度高企等多方面积极因素影响下后续A股市场估值有望进一步扩张。中国银河证券认为一系列现象反映出A股市场活力与信心正在提升。短期来看A股仍有震荡整固可能但长期向好基础在进一步夯实。在权益类公募基金扩容、中长期资金入市与政策工具护航下A股资金面或将延续稳中向好态势。居民财富向金融资产加速再配置的趋势明确后续可重点观察市场情绪面的修复节奏。

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