【资料图】
国海证券：连续下跌后，部分涨幅过高、涨幅过快的品种风险已经有所释放，A股已进入底部区域。虽然市场信心还有待聚集，强势反弹上攻有一定难度，但A股有望呈现震荡筑底的态势，无须过度恐慌。中信证券：消费短期关注估值回落至低位时的配置机会。结构上，建议继续配置2023年景气性板块，包括黄金珠宝、餐饮供应链、零食等。
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