华西策略：A股市场进入一段颠簸期 耐心逢低待布局

今天《人民日报》头版的主要内容有：1、深度融入共建“一带一路”大格局 陕西努力以高水平开放推动高质量发展；2、7月进出口总值同比增长16.6%（新数据 新看点） 延续5月以来增速持续回升态势；3、参与全民健身 共享美好生活——写在第十四个全民健身日到来之际；4、市场为导向 竞争激活力 武汉探索实施科技项目揭榜制；5、让健身成为一种生活方式（今日谈）；6、双流制市域轨道列车投入运营；7、我国绿色贷款保持高速增长 二季度末贷款余额同比增长40.4%。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/676/w607h869/20220808/9ef8-aea81fafb301f45fe48ffa3a00795708.png"]},"commentid":"live:finance-152-2765298:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-08-08 07:40:49","update_time":"2022-08-08 07:40:49","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"502013","key":"一带一路"},{"market":"sb","symbol":"871702","key":"好生活"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"陕西"}","old_live_cid":"0","tab":"","tag":[{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2765297,"zhibo_id":152,"type":0,"rich_text":"【华西策略：A股市场进入一段颠簸期 耐心逢低待布局】华西策略认为，国内经济弱复苏下资金面维持宽松，后续继续重点跟踪国内疫情、物价走势及企业中报的披露情况。当前A股整体估值处于合理区间，但行业间分化加大，“财报季”部分赛道股面临业绩的检验期。我们延续“A股市场进入一段颠簸期”的观点，建议耐心逢低待布局。中长期来看，资产配置荒依旧存在，下半年A股中枢仍将缓慢上移，成长板块为布局重点。