周二滬深兩市強勢震蕩整理，股指基本圍繞前一天收盤指數上下波動，盤中板塊熱點延續分化，銀行保險、有色和電信表現略顯活躍，前期的雄安概念、釀酒和安防設備出現調整。全天滬市幾大權重指數表現沉穩，中小創題材股略有回落。最終滬深兩市收盤漲跌互現，成交量4800多億有所增加，市場多空雙方爭奪趨于激烈。 
    綜合(he)分析，IPO新股常態化，市(shi)(shi)(shi)(shi)場在(zai)增量(liang)(liang)資(zi)金有限僅(jin)依賴存量(liang)(liang)資(zi)金博弈的大(da)環(huan)境(jing)下，供求失衡(heng)局面依然難改，表現(xian)在(zai)周二市(shi)(shi)(shi)(shi)場則體現(xian)為主板強中(zhong)小創(chuang)略弱的局面，聯通盤中(zhong)漲停打開(kai)一(yi)度(du)引發市(shi)(shi)(shi)(shi)場回落，所(suo)幸銀(yin)行保(bao)險有色板塊輪番活躍，多(duo)方(fang)力量(liang)(liang)依然得以(yi)維系，市(shi)(shi)(shi)(shi)場投資(zi)者的參與熱(re)情提高(gao)。但我們一(yi)直(zhi)強調市(shi)(shi)(shi)(shi)場板塊熱(re)點從大(da)消(xiao)費、低(di)(di)估值藍(lan)籌一(yi)直(zhi)延伸至資(zi)源周期(qi)(qi)漲價概念，市(shi)(shi)(shi)(shi)場低(di)(di)估值品種(zhong)已逐(zhu)漸回歸合(he)理，因此(ci)(ci)市(shi)(shi)(shi)(shi)場重心開(kai)始向創(chuang)藍(lan)籌和(he)(he)混(hun)改轉移。管理層強監管、防(fang)風險和(he)(he)去杠桿(gan)基(ji)調不變，因此(ci)(ci)在(zai)整個系統性(xing)(xing)風險沒有完(wan)全化解(jie)之(zhi)前(qian)(qian)，市(shi)(shi)(shi)(shi)場始終仍是以(yi)結構性(xing)(xing)行情為主基(ji)調。從技術面分析，目前(qian)(qian)滬深股指均(jun)(jun)處(chu)于中(zhong)短期(qi)(qi)均(jun)(jun)線(xian)(xian)和(he)(he)多(duo)空(kong)分界嶺(ling)上方(fang)，市(shi)(shi)(shi)(shi)場再次逐(zhu)步轉強。近期(qi)(qi)市(shi)(shi)(shi)(shi)場熱(re)點交替活躍，中(zhong)小創(chuang)指也開(kai)始逐(zhu)步回升(sheng)，深市(shi)(shi)(shi)(shi)的活躍度(du)明顯增加，多(duo)方(fang)信心得以(yi)提振(zhen)。目前(qian)(qian)滬深市(shi)(shi)(shi)(shi)場中(zhong)短期(qi)(qi)均(jun)(jun)線(xian)(xian)已形(xing)成了多(duo)頭排列，市(shi)(shi)(shi)(shi)場上攻的意愿較強，股指有望再度(du)挑(tiao)戰前(qian)(qian)期(qi)(qi)高(gao)點，但由于量(liang)(liang)能仍有所(suo)欠(qian)缺，因此(ci)(ci)預期(qi)(qi)短期(qi)(qi)市(shi)(shi)(shi)(shi)場寬幅(fu)震蕩或難免(mian)，把(ba)握節奏控倉操(cao)作。