金吾财讯 | A股三大指数早盘震荡走软，截至午间收盘，沪指跌1.15%，深成指跌3.79%，创业板指跌5.89%。板块上看，CPO、半导体、光纤概念、元件等板块跌幅居前；白酒、医疗美容、乘用车、教育等板块涨幅居前。光大证券认为，A股市场或仍将震荡整固。近期政策端对于市场积极表态，释放稳定市场信号，且二季度PPI中枢较一季度显著抬升，上市公司盈利有望迎来进一步上行，为市场提供基本面支撑。但与此同时，内需修复力度依然偏弱，总量层面尚不具备全面普涨的条件。此外，前期涨幅较大的科技板块近期受微观流动性扰动影响，股价波动随之放大。综合来看，在政策积极维稳与结构性压力并存格局下，短期市场大概率维持区间震荡。
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