沪指延续回调态势,新能源等行业震荡下探,资金回流大盘宽基,中证A500ETF(159338)连续两个交易日净流入额近10亿元。中信证券表示,展望春季,随着政策在三大领域的推进和发力,信心修复将从科技领域逐步扩散到经济领域,海外扰动或是市场在春季的最大一次挑战,但也是信心全面修复的试金石;中国的新赛道在萌芽,具备千亿美金市值潜力的新核心资产在扩容,同时传统赛道龙头当中约有30%的公司陆续出现经营拐点...
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