【AH互动】A股三大指数早盘分化 沪指半日跌0.36% DeepSeek、智谱AI等板块概念涨幅居前

金吾财讯02-05

金吾财讯 | A股三大指数早盘分化,截至午间收盘,沪指跌0.36%,深证成指涨0.44%,创业板指涨0.50%。板块方面,DeepSeek、智谱AI、DRG/DIP等板块概念涨幅居前;机场航运、白酒、保险等板块概念跌幅居前。华泰证券张继强同样指出,向前看,推动中长期资金入市的政策有利于A股生态优化,或催化“红包行情”延续。配置上,建议继续向景气科创中筹码和交易拥挤度较低的品种适度倾斜,此外可增配部分有分红提升潜力、景气改善的大众消费品及农业股。

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