A股今(jin)日震蕩(dang)調整，板(ban)(ban)(ban)(ban)(ban)塊方面(mian)，飲料制(zhi)造、可控核聚變(bian)、垃(la)圾分類、深(shen)海科技等(deng)板(ban)(ban)(ban)(ban)(ban)塊漲幅居前(qian)，電商、化(hua)學原料、CRO、造紙等(deng)板(ban)(ban)(ban)(ban)(ban)塊跌(die)幅居前(qian)；港(gang)股高(gao)(gao)開低走(zou)(zou)，醫藥板(ban)(ban)(ban)(ban)(ban)塊表現弱(ruo)勢(shi)，影視娛樂(le)、體育用品板(ban)(ban)(ban)(ban)(ban)塊逆勢(shi)走(zou)(zou)高(gao)(gao)。截至收盤，中證(zheng)A500指(zhi)(zhi)(zhi)數(shu)下(xia)(xia)(xia)跌(die)0.2%，滬(hu)深(shen)300指(zhi)(zhi)(zhi)數(shu)下(xia)(xia)(xia)跌(die)0.1%，創業(ye)板(ban)(ban)(ban)(ban)(ban)指(zhi)(zhi)(zhi)數(shu)下(xia)(xia)(xia)跌(die)0.3%，上證(zheng)科創板(ban)(ban)(ban)(ban)(ban)50成份指(zhi)(zhi)(zhi)數(shu)下(xia)(xia)(xia)跌(die)0.2%，恒生(sheng)中國企(qi)業(ye)指(zhi)(zhi)(zhi)數(shu)下(xia)(xia)(xia)跌(die)0.3%。

中(zhong)信證(zheng)券表示，從2025年(nian)(nian)四(si)季度開始，全球主要經濟體在經濟和政策周期上預計再次同步，財政和貨幣同時擴張，港股(gu)和A股(gu)市場將望迎來指(zhi)數(shu)牛市，風(feng)格(ge)上也會(hui)發生2021年(nian)(nian)以來的(de)重大切換(huan)，從持續4年(nian)(nian)的(de)中(zhong)小票題(ti)材(cai)輪(lun)動，轉(zhuan)向(xiang)核心(xin)資產的(de)趨(qu)勢性行情。