中信建投:A股市场表现整体好于预期,凸显市场韧性

美港电讯
06 Apr

【中信建投:A股市场表现整体好于预期,凸显市场韧性】金十数据4月6日讯,中信建投指出,4月2日美国加征关税措施超预期,但A股市场表现整体好于预期,凸显市场韧性。反而美股暴跌,彰显“东升西降”趋势。当前市场关注点转向年报季,投资者将回归基本面,关注企业实际业绩表现。同时,鉴于全球贸易冲突升级,我国反制措施也是市场关注的焦点问题,以及影响市场走势的主线之一。总的看,市场需合理预期政策节奏,当前重点在于既有政策的落实落地。未来可考虑通过加快拉动内需、相机推出增量政策等措施,稳定市场情绪、增强市场韧性,对冲美国关税冲击。

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