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受拉闸限电等因素影响,最近A股市场走势颇为“揪心”,市场做多动力不足,此前表现强势的煤炭等周期板块出现回落,消费等补涨板块多数上演一日游行情,国庆长假前夕,市场观望情绪加重,9月29日沪深两市近4000只个股下跌,仅银行、保险、养殖等板块逆势飘红,成交金额也较前期出现缩量。尽管市场震荡加大,明星基金经理也在及时把握住市场调整机会,抓紧新基金建仓,老基金也在积极调仓换股。

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