金吾财讯 | A股早盘震荡走弱，沪指高开后随即走低翻绿，截至午间收盘，沪指跌0.89%，深成指跌1.78%，创业板指跌2.77%。板块方面，影视院线、元件、CRO、高带宽内存等板块跌幅居前；机器人、医疗美容、轮毂电机、减速器等板块涨幅居前。广发证券研究指，前期公布的9月经济数据较7-8月有明显好转，出口高增、投资改善是背后的两个驱动因素。EPMI作为三大软指标之一，10月的超季节性则继续带来积极信号，经济基本面企稳概率进一步加大。对于股票市场来说，6月下旬以来的调整一是全球科技资产的同步反应；二是对三季度内需放缓的担忧。至目前时段，前一逻辑已表达相对充分，调整后A股在赔率上的吸引力已初步打开；后一逻辑已经变化，政策升温和内需企稳是形成中的新趋势，对市场定价环境的认识可以更为积极一些。
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