三大股指再创调整新低:适当降低风险偏好和收益预期 耐心等待市场情绪回暖

今日两市高开低走,早盘5G、国产芯片、知识产权等科技板块涨幅居前,钢铁行业、煤化工、页岩气等周期性行业也表现活跃。不过市场人气并未被有效激发,医药、家电等大消费板块全线下跌,大盘步入下行通道,10点左右完美世界闪崩跌停,进一步打压市场情绪,截至午盘沪指失收2700,收跌0.39%、创业板跌1.37%。午后市场延续跌势,直至13点40分左右煤炭再度走强、银行、券商也一度拉升,沪指才展开一轮像样的小反攻,不过投资人似乎并不买账,市场再度震荡下跌,截至收盘沪指跌1.34%、收报2668.97点,与两年前的2638点“股灾底”一步之遥;深证成指收盘跌1.69%,收报8357.04点;创业板指重挫超2.02%,收报1434.31点,三大股指再创近期新低。盘面上行业板块普跌,仅煤炭采选、京东金融、S股等几个板块飘红。

对于近期行情及后市发展,基金普遍认为,短期市场将在消化部分不确定因素过程中继续震荡磨底,尚需适当降低风险偏好和收益预期。

宝盈基金:适当降低风险偏好和收益预期

经历了连续的情绪低迷,上周A股资金整体流出,市场陷入观望分歧状态,一直反复震荡,量能有所不足。一方面,外部因素、海外新兴市场不确定因素并未完全缓解,另一方面,虽然短期政策有利于保持流动性合理充裕,但是在政策支撑下市场的信心仍需要逐步重建。所以,市场企稳仍需时日,短期内或将延续弱势震荡的态势。中长期来看,随着市场整体估值水平的不断下移,市场中长线配置价值凸显,下半年市场上行动能高于下行动能。建议投资者适当降低风险偏好和收益预期,淡化指数影响,自下而上寻找不受外部不确定性影响同时估值处于历史低分位的公司和行业;同时保持耐心,谨慎操作,适当关注代表经济发展方向的高新技术成长板块和有可能受益于国内政策调整需求复苏的行业方向如基建、消费等领域。

摩根士丹利华鑫基金:耐心等待市场情绪回暖

当前市场处在磨底的过程中,国内货币财政政策已经改善,但从政策发力到见效仍然需要时间。随着市场回调,许多优质公司已经体现出长期投资价值,甄选有基本面支撑的个股进行配置,耐心等待市场情绪回暖。

富安达基金:短期在利空因素未有效缓解前,建议控制仓位

市场或已处于底部区域,但在没有有效缓解前,受制于经济下滑担忧、去杠杆持续等因素,市场参与积极性很低。同时叠加外围土耳其影响,预计市场波动进一步加大。短期在利空因素未有效缓解前,建议控制仓位,逢低关注基建产业链和自主可控为代表的科技股。

长信基金:短期市场将继续震荡磨底

长信基金表示,当前市场估值处于历史低位,短期市场将在消化部分不确定因素过程中继续震荡磨底。投资方向上,建议关注大消费、新兴行业两大方向。其中,食品饮料、服装、家用电器板块中的龙头股仍是投资主线。新能源汽车、计算机板块,同样值得关注。

原创文章,转载请注明: 转载自中国基金网

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