【财信证券袁闯：风格再平衡接近尾声 市场企稳可期】财信证券首席经济学家袁闯表示，近期A股调整主要受外部输入性因素影响，后续走势将更多回归国内基本面，目前风格再平衡已接近尾声，市场企稳可期。袁闯指出，用以衡量行业分化程度的指标显示，截至7月19日，该值为49.35%，仅小幅超过近两年平均值48.48%约0.87个百分点。此外，上周宽基ETF被大举买入，净流入1561.28亿元，其中沪深300、中证1000、科创50挂钩ETF分别净流入399.84亿元、256.28亿元和196.19亿元。袁闯预计，短期市场非理性行为有望纠偏，展望后市，在8月底半年报披露完毕、美国11月初中期选举临近等因素共同驱动下，预计8月下旬至10月底，A股市场有望迎来有利的窗口期。
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