【中信建投：近20年来A股首次在美股大跌期间走出独立行情 彰显“信心重估牛”特征】金十数据3月16日讯，近20年来A股首次在美股大跌期间走出独立行情，彰显“信心重估牛”特征。我们此前鲜明提出，2月底3月初是震荡整固，而非行情结束，近期A股在中美经济周期背离、DeepSeek突破引领科技重估、全球比较中国资产具备吸引力等因素推动下在美股大跌期间走出独立行情，为近20来首次。本周指数站上3400点，总市值创新高，彰显“信心重估牛”特征。
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