*==行情表现:==*
美股领涨,原油领跌
![](https://gbres.dfcfw.com/Files/iimage/20250126/CDB8971DB1AB19403B3EB2A05FF086D4_w935h457.png)
A股分化,创业板领涨
![](https://gbres.dfcfw.com/Files/iimage/20250126/8FA16820DF8636C04DAE8A9945D8A1D3_w1104h383.png)
周均成交额升至1.4万亿,情绪持稳
![](https://gbres.dfcfw.com/Files/iimage/20250126/E9EE3D0EBF4142231B7C71E1E40F5487_w1104h235.png)
行业涨多跌少,科技板块领涨
![](https://gbres.dfcfw.com/Files/iimage/20250126/52A2FE9BB98F99458345092045E4987A_w918h457.png)
*==海外概况:==*
花旗经济意外指数:欧洲转强,中美转弱
![](https://gbres.dfcfw.com/Files/iimage/20250126/49B414A45BFC9A942AC9982D49426841_w530h457.png)
美德花旗经济意外指数差值:边际转弱
![](https://gbres.dfcfw.com/Files/iimage/20250126/C0E4A8678D7FF928AF96D2DC5841B98E_w523h457.png)
中美利差:略有反弹,周五收-2.99
![](https://gbres.dfcfw.com/Files/iimage/20250126/8A66A6275921A98361321C4C0673743B_w997h457.png)
美国利率4.6边际回落
![](https://gbres.dfcfw.com/Files/iimage/20250126/D1C354677C0B41F47E512981EF0E1D7B_w566h457.png)
12月制造业PMI美强中弱支撑强势美元
![](https://gbres.dfcfw.com/Files/iimage/20250126/F6A1CFDA9DBB9BAF14400ED1A0043972_w990h457.png)
美国上周初请失业金人数超出预期和前值
![](https://gbres.dfcfw.com/Files/iimage/20250126/CED6C21AB05D5F9C4BAE359B8B0F25F6_w570h457.png)
*==板块偏好:==*
A股估值仍处在性价比较高的区间。
![](https://gbres.dfcfw.com/Files/iimage/20250126/6E3A338A4C6B5F12DCF715599487D78F_w851h714.png)
信息技术行业资金净流出170亿
![](https://gbres.dfcfw.com/Files/iimage/20250126/34F43172B5569323CE95F276B0EFF07F_w2280h442.png)
融资余额环比减少48亿元
![](https://gbres.dfcfw.com/Files/iimage/20250126/12414308B48772AAF0F21C5533ECF758_w2309h456.png)
上证指数3200附近震荡
![](https://gbres.dfcfw.com/Files/iimage/20250126/1FAF0C241E4C10AEA16C2C1ABE87077E_w2531h1288.png)
*==明月何处看德芬的结论:==*
A股估值仍位于性价比区间;
上证指数收复3200整数关口向下10日线支撑;
周均成交额略有反弹,融资余额环比仍在下降,行业资金流出速度继续放缓,市场情绪暂稳,美债利率回落提升风险偏好,科技股表现亮眼;
![](https://gbres.dfcfw.com/Files/iimage/20250126/3EC037437318D6DCA9D46A39624F4A82_w1024h1024.png)
作者声明:个人观点,仅供参考
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