金吾财讯 | A股三大指数早盘冲高回落，沪指抹除涨幅，截至午间收盘，沪指平收，深成指涨0.59%，创业板指涨0.52%。板块上看，玻璃基板、航空机场、机器人、券商概念等板块涨幅居前；石油石化、碳化硅、半导体、光纤概念等板块跌幅居前。中信建投证券认为，全球正在经历截然不同于前疫情时代的新周期，科技和地缘碰撞下的“超级周期”。科技和地缘碰撞，宏观经济面临深刻的“K型分化”，资产定价围绕“K型螺旋”。科技和能源，通胀和流动性，或是今年下半年全球反复交错的主线。中国资产方向非常明确，定价中国优势。
金吾财讯 | A股三大指数早盘冲高回落，沪指抹除涨幅，截至午间收盘，沪指平收，深成指涨0.59%，创业板指涨0.52%。板块上看，玻璃基板、航空机场、机器人、券商概念等板块涨幅居前；石油石化、碳化硅、半导体、光纤概念等板块跌幅居前。中信建投证券认为，全球正在经历截然不同于前疫情时代的新周期，科技和地缘碰撞下的“超级周期”。科技和地缘碰撞，宏观经济面临深刻的“K型分化”，资产定价围绕“K型螺旋”。科技和能源，通胀和流动性，或是今年下半年全球反复交错的主线。中国资产方向非常明确，定价中国优势。
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