A股开盘速递 | 创业板指跌2.94% 半导体、存储芯片、CPO等板块跌幅居前

智通财经07-02

7月2日，A股三大股指集体低开，沪指跌1.42%，创业板指跌2.94%。盘面上，贵金属板块表现活跃，半导体、存储芯片、CPO、培育钻石等板块跌幅居前。机构看后市大同证券：短期科技结构性行情有望延续但波动加大，聚焦有业绩支撑的“真成长” 大同证券认为，短期市场或面临三重因素博弈：一是外部流动性扰动，美联储加息预期仍在高位，美股科技股波动对A股情绪形成传导;二是半年报窗口临近，市场定价逻辑将从“...

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