金吾财讯 | A股大盘午后反复走低，三大指数全天震荡下行，截至收盘，沪指跌0.8%，深成指跌1.17%，创业板指跌1.13%。沪深两市全天成交额1.9万亿，较上个交易日缩量1837亿。总体上看，个股跌多涨少，全市场超3700只个股下跌。盘面上看，转基因、腾讯云、AI语料等概念板块受压居前；减速器、工业母机、机器人执行器等概念板块有支撑。光大证券表示，政策的持续支持以及赚钱效应带来的资金流入将有望进一步提升市场估值。当前A股市场的估值处于2010年以来的均值附近，而随着政策的积极发力，中长期资金以及前期赚钱效应带来的增量资金或将加速流入市场，有望进一步提升A股市场的估值。摩根资产管理中国资深环球市场策略分析师蒋先威认为，A股市场整体估值相对较低，科技板块重估或释放更多利好等因素，本轮行情可能发展更深或更长远；在投资策略上，软件细分赛道中具备用户优势的龙头企业或更有投资价值。
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