和讯投顾赵斌:A股明天探底回升?红利保险银行加强防守

中金财经
Nov 23, 2025

  11月23日,和讯投顾赵斌表示,明天A股开市,鉴于近期股市连续大跌,周末消息面又比较安静,大家关心下周A股能否反弹。先说结论,本轮主要下跌阶段或已结束,但接下来一段时间大家要侧重防守,关注红利方向。A股此轮下跌,主要因前期涨多了,高位本身就是风险,尤其是科技股,此前涨幅过大,且很多三季报并无超预期表现,所以近期调整幅度较深。而市场中的红利方向,如银行、保险、运营商、电力等,基本没怎么跌。A股大致可分为科技和红利两大板块,科技负责进攻,红利负责防守,不同阶段各有侧重。接下来重点分析明天走势,受周五大幅下跌影响,很多人可能面临爆仓或心理恐慌而选择卸掉融资,所以明天盘中大概率会有惯性下探动作。不过考虑到市场已跌了很多,抄底资金明天可能会进场,因此明天有望探底回升收出阳线。此前曾强调A股可能在11月30号后大跌,如今大跌已提前到来,且不得不承认A股相对较弱,美股高开低走最多跌2%,而A股低开后收盘跌幅达4%,十分惨烈。通过这段时间的走势,我颇有感慨,与其在市场中反复纠结,不如选择银行、保险等板块,虽然涨得慢、涨幅小,但相对稳当,而很多科技股走势比较“玄幻”。   

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