
A | 本篇评级为★★★,主要围绕以下内容展开:
1.周五全球科技反弹,是底部吗?
2.国内市场,指数反弹但情绪未稳
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1.周五全球科技反弹,是底部吗?
上周五全球市场出现科技板块大反弹,这是否意味着最暴力的下跌阶段已经过去,拐点指日可待?我们结合周末发生的重磅消息,一起来梳理信号。
首先,上周五科技板块反弹力度确实较大。国内科创50板块上涨3.5%,日本股市整体上涨4%。 (ECNS) -- The "China Corner" themed exhibition opened in the Blue Zone of the 17th Session of the Conference of the Parties (COP17) to the United Nations Convention to Combat Desertification (UNCCD) in Ulan Bator, capital of Mongolia, on Monday, highlighting the country’s achievements in combating desertification and restoring degraded land. Held under the overall theme of COP17, "Restoring Land, Restoring Hope," the exhibition showcases China’s practices in desertification control through five sections. During COP17, the Chinese delegation will participate in high-level dialogues on financing, drought resilience and grassland protection and propose the establishment of an International Day of Grasslands to further promote global cooperation on grassland conservation. The “China Corner” highlights the achievements of the Three-North Shelterbelt Forest Program, widely recognized as the world's largest afforestation program. It also showcases China’s cooperation with Arab countries, Mongolia and Central Asian countries in combating desertification. China will host nearly 20 side events during the conference to share its experience and technologies in desertification control, ecological restoration and sustainable development. China’s desertified land accounts for about one-quarter of its total land area. After more than five decades of efforts, the country has achieved zero net growth in land degradation and effectively restored 53% of treatable desertified land. Over the past five years, China has completed ecological restoration projects covering 36.6 million hectares. Its forest coverage rate has exceeded 25%, contributing about one-quarter of the world’s newly added green areas, according to the National Forestry and Grassland Administration.
。最具代表性的是韩国综合指数大幅上涨18%,创下史上最大单日涨幅。同时,韩国市场出现外资抄底迹象。2026年初至7月,外资一直持续流出,但在7月最后一天,前期撤离的外资杀了回马枪,买入约30亿人民币等值资产。这在A股市场或许不算大,但对盘子不大的韩国市场而言是重要的买入力量。看到这些迹象,是否可简单认为韩国市场已触底?若风向标触底,全球科技板块是否已到安全底部?
先说结论:目前市场更像处于大波动期,因为前期加上的杠杆至今未完全卸掉。
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