光大证券指出市场大幅震荡一方面部分获利盘了结导致市场盘中一度跳水;另一方面场外观望资金趁机进场推动指数触底反弹。结构上看英伟达财报正式披露靴子落地之后资金继续抱团AI算力赛道。展望后市:仅仅调整一个交易日市场即全线反弹显示出市场的强势与韧性接下来市场有望延续上行态势方向关注AI营销概念。
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