陈果评A股市场回调：底部已探明！当下不是比仓位，而是比结构

新浪证券12:24

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　　7月28日，A股早盘低开低走，截至午间收盘，沪指跌0.98%，报3820.52点；深成指跌3.42%，报13664.80点；创业板指大跌5.37%，报3397.97点；科创50指数跌4.03%，报1735.01点。沪深两市半日成交额约1.33万亿元。全市场上涨个股超2800只。

　　对此，东方财富证券研究所副所长、首席策略官陈果表示，政策底+（内需）业绩底+（碳基）资金底+情绪底=A股指数底部已经探明。后续市场的关键胜负手不在于仓位，而在于结构选择。他认为，站在牛市里，积极做多碳基，做多恒生科技，做多酱香科技，做多错杀资产，做多价值投资，做多质量蓝筹。

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