金吾财讯 | A股三大指数全天疲软，午后涨幅进一步扩大，截至收盘，沪指跌2.06%，深成指跌3.48%，创业板指跌3.10%。沪深两市成交额2.81万亿，较上一个交易日缩量约5708亿。盘面上看，个股跌多涨少，逾4600只股份录得下跌。板块上看，6G概念、先进封装、存储芯片、商业航天等板块跌幅居前；特色药、银行、独家药品、SPD概念等板块涨幅居前。中信建投证券研究指出，市场震荡格局仍将延续，指数下跌时无需过度担忧。上周市场在前期下跌后低位反弹，主要宽基指数均在下方关键均线处获得有力支撑。考虑到当前A股企业盈利仍处于上行周期，国内流动性依然宽松，美联储也尚未加息，三季度市场风险偏好依然较高，该机构判断市场尚不具备牛熊转换的基础。对于当前市场来说，核心矛盾在于增量资金不足，资金面的存量博弈导致市场无法开启全面普涨行情，市场结构分化和板块间“跷跷板”效应明显。偏高的估值水平和边际收紧的全球货币政策是增量资金流入放缓的关键原因。
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