金吾财讯 | 关税消息扔扰动市场气氛，隔晚美股先升后跌。值得注意的是，俗称“恐慌指数”的VIX波动指数曾急跌逾20%，但随着市场担忧再度燃起，其后转升逾20%。中信建投表示，在关税最终落地的情形下，盈利下修推动的二次探底的压力极大，且未来底部反转的速度和力度无法乐观。首先，目前美股在盈利端尚未定价衰退，主要是估值压缩，若后续衰退风险逐步验证，美股仍需要面临盈利下修的拖累，鉴于关税冲击极大，届时二次探底的惨烈程度很难预期。国内方面，A股昨日全天震荡反弹，沪深两市全天成交额1.63万亿，较上个交易日放量378亿。个股涨多跌少，全市场超3200只个股上涨，超100只个股涨停。港股指数亦回升上行，恒指涨1.51%。1、昨日沪深港：沪深股市：截至收盘，沪指涨1.58%，创业板指涨1.83%，深成指涨0.64%。港股：截至收盘，恒指涨1.51%，国企指涨2.31%，恒科指涨3.79%。2、隔夜外盘：美国股市：美国三大股指全线收跌，道指跌0.84%报37645.59点，标普500指数跌1.57%报4982.77点，纳指跌2.15%报15267.91点。欧洲股市：欧洲三大股指收盘全线上涨，德国DAX指数涨2.48%报20280.26点，法国CAC40指数涨2.5%报7100.42点，英国富时100指数涨2.71%报7910.53点。日韩股市：日经225指数涨6.03%报33012.58点，韩国综合指数涨0.26%报2334.22点。
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