滬深(shen)兩(liang)市震蕩(dang)走弱,創業板(ban)(ban)指全天呈單邊下行態(tai)勢(shi),盤(pan)(pan)中一度跌(die)(die)(die)破1700點。截至收(shou)盤(pan)(pan),滬指下跌(die)(die)(die)0.66%,報收(shou)3075.14點;深(shen)成指收(shou)跌(die)(die)(die)1.23%,報收(shou)10169.35點;創業板(ban)(ban)跌(die)(die)(die)1.96%,報收(shou)1709.55點。從盤(pan)(pan)面(mian)上看(kan),僅有鈦白粉(fen)、農(nong)機(ji)、鋼鐵、證券等(deng)少(shao)數板(ban)(ban)塊(kuai)上漲(zhang),醫(yi)療醫(yi)藥、芯片、食品飲料(liao)、計算(suan)機(ji)等(deng)板(ban)(ban)塊(kuai)跌(die)(die)(die)幅居前(qian)。個(ge)股方面(mian),10天9板(ban)(ban)的宏川智(zhi)慧和4連板(ban)(ban)的深(shen)冷股份復牌跌(die)(die)(die)停;今年股價翻倍的趨勢(shi)股智(zhi)飛生(sheng)物、康泰(tai)生(sheng)物盤(pan)(pan)中也跌(die)(die)(die)停;聯誠精密(mi)從漲(zhang)停到跌(die)(die)(die)停,全天振幅高達20%。全天,滬股通(tong)(tong)凈(jing)流入15.4億元,深(shen)股通(tong)(tong)凈(jing)流入7.44億元。
雖然今日滬(hu)指(zhi)3100點得而復失,創業板亦全天(tian)下行,但(dan)我們認為(wei)無論是國內(nei)經濟先行指(zhi)標超預期,還是6月影響市(shi)(shi)場的(de)(de)幾個(ge)“靴(xue)子”將逐個(ge)落地,市(shi)(shi)場環境有望逐步改善(shan),A股(gu)將“熬(ao)”過黎(li)明前的(de)(de)黑暗,跌(die)出(chu)來(lai)的(de)(de)系統性機會遠大于(yu)結構性風險(xian)。不為(wei)漲(zhang)喜(xi),不為(wei)跌(die)悲,理性看待當前市(shi)(shi)場。當前A股(gu)進(jin)攻型板塊(kuai)表現(xian)(xian)較弱(ruo),防御型板塊(kuai)表現(xian)(xian)較強,意味大盤進(jin)攻的(de)(de)號(hao)角還未吹(chui)向,時空轉換還需等待,但(dan)風物長宜放眼量,只要對比中(zhong)長期跌(die)漲(zhang)幅比,就知道此時堅守的(de)(de)意義所在(zai)。操作上,宜控制倉位,輕(qing)指(zhi)數、重個(ge)股(gu),關注(zhu)生物醫(yi)藥(yao)、人(ren)工智能(neng)、新材(cai)料(liao)及底部成長股(gu),回避退市(shi)(shi)風險(xian)股(gu)。
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