科技板块-adjusted but strong, market sentiment more nervous

A new round of US tariffs and the recent disturbed global financial market have brought pressure to the Chinese stock market, especially to the沪深300 index. However, the沪深300 has shown a resilience despite external shocks. The market’s optimism is driven by the potential for domestic stimulus measures to offset the tariffs impact. Meanwhile, the贵金属 market remains weak due to the strong dollar and weak economic data, which might weigh on market sentiment. The科技板块, despite short-term corrections, is still supported by policy and industry developments. As tariffs and global trade tensions persist, investors will maintain a cautious stance toward the stock market.

【财醒来点评】: Investors should remain vigilant to the external trade frictions and domestic policy moves. While科技板块 offers mid-term opportunities, short-term fluctuations necessitate cautious positioning. 关注政策落实和市场情绪变化是应对当前波动的关键。