金吾财讯 | A股三大指数早盘震荡调整、走势分化，截至午间收盘，沪指上涨0.17%，深成指跌1.21%，创业板指跌1.28%。板块上看，PCB、元件、光纤概念、激光雷达等板块跌幅居前；创新药、医美概念、保险、新消费等板块涨幅居前。华泰证券表示，A股配置上沿再平衡线索展开。当前强结构行情波动率放大，沿三条线索展开。其一，科技成长仍是中期主线，但在波动放大阶段，宜向上周已显现韧性的环节集中，如半导体设备、存储、MLCC等；其二，财报视角，布局供需双向改善、估值相对合理的补涨品种，如小金属、装修建材等，及二季度具备景气修复的行业，如调整时间较久，且有一定基本面催化的券商；其三，红利作底仓配置，可关注银行、交通运输等稳健红利提供防御压舱石，兼具股息与一定基本面修复。
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