贸易磋商生变,是影响A股加深调整的主要原因。美总统宣称将对中国3000亿美元商品加征10%关税,致使A股跌破箱体跌幅加深。昨日A股大幅低开,直接失守2800点整数关口,盘中蓝筹权重势头带动反弹,但力度和持续性不强,市场再度普跌。从A股的估值来讲,仍处在历史底部,相比年内高位,众多个股回调幅度超过30%,所以无论如何调整的空间有限,不必过于担忧。隔夜美股开始反弹,普跌环境改变后,有利于A股加快止跌企稳。操作上,建议投资者暂且多看少动,等市场给出止跌企稳信号后再行操作
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