锵锵三人行
Ahan Shetty Shines in Powerful New Poster of Border 2_我的网站

一 | 近期,A股市场出现一定程度波动。8月25日,市场继续缩量震荡,截至收盘,上证综指涨0.19%,深证成指跌0.35%,创业板指跌1%。

二 | 对于近期市场的调整,多位分析人士均指出,虽然外部变量对A股造成了一定程度扰动,但外因并非主导A股走势的核心因素。 中信建投认为,美债长端利率上行确实对全球资产估值形成阶段性扰动,但A股定价更多由国内基本面与产业景气驱动,外部变量是波动源而非趋势反转源。 “近期全球市场承压的一个核心原因是美长债收益率的持续走高,也造成A股市场出现了一定波动。 The first look poster of Ahan Shetty from Border 2 is unveiled on Tuesday, giving everyone a strong early glimpse of his intense character in the upcoming military drama. The poster places him right in the thick of action, his face streaked with blood and his eyes filled with determination, as he stands ready with a military gun. It instantly sets the tone for the power and seriousness his role brings to the story. View this post on Instagram A post shared by Ahan Shetty (@ahan.shetty) The visual captures a heavy moment, showing the kind of courage and endurance associated with India's naval warriors. It hints at the tough situations the film plans to explore, staying focused on the bravery and sacrifices of soldiers who protect the nation's borders. Ahan’s look reflects the spirit of a man who refuses to back down, even when the stakes are at their highest. The team shared the poster on social media with the caption, “Stronger than the waves. Fiercer than the storm. Border 2 in cinemas 23rd January, 2026.” This reveal comes soon after the first look images of Sunny Deol, Varun Dhawan and Diljit Dosanjh won praise online. Their roles as officers from different armed forces have already created a ripple of excitement, and Ahan’s introduction has only added to the growing anticipation around the film. Directed by Anurag Singh and backed by Bhushan Kumar, JP Dutta and Nidhi Dutta, Border 2 brings together a strong cast including Sunny Deol, Varun Dhawan, Diljit Dosanjh, Medha Rana, Mona Singh, Sonam Bajwa and Ahan Shetty. Presented by Gulshan Kumar and T Series along with JP Dutta's production house, the film aims to honour the spirit of Indian soldiers and take audiences through a journey of patriotism, courage and sacrifice. With its release set for January 23 2026, just before the Republic Day weekend, the excitement around Border 2 continues to grow with every new reveal.Also Read: Ahan Shetty Wraps Up Border 2 With an Emotional Note。

三 | 但对于A股市场,美债收益率上行导致的流动性变化更多扮演扰动因素的角色,而非行情方向的决定性力量,国内政策取向与基本面情况才是主导A股走势的核心因素。” 方正证券首席经济学家燕翔进一步指出。 展望后市,市场人士分析称,从宏观经济韧性、增量资金入市、公司质量和估值空间等方面看,市场具备“稳”的基础。 具体而言,宏观经济方面,中信建投表示,中国经济的高质量发展为资本市场提供了最坚实的锚。上半年GDP增量3.6万亿元创近5年同期最高,前7个月新动能对规模以上工业增长贡献率达50.9%,装备制造业与高技术制造业增速持续加快。“中国制造”向“中国智造”的跃升打开了全新增长空间。 增量资金方面,数据显示,7月以来沪市ETF整体资金流入势头强劲。截至8月24日,沪市ETF累计净流入近3000亿元,其中股票ETF净流入2400亿元,宽基及科创板ETF成为增量资金配置的主要方向,分别收获超千亿资金流入。 “这体现了包括中长期资金在内的市场资金,对A股上市公司质量持续改善的积极预期与成长前景的长期看好。

四 | ”上述市场人士进一步指出。 公司质量方面,上市公司半年报表现亮眼。Wind数据显示,截至8月24日收盘,A股共有2183家上市公司披露2026年半年报,其中1308家上市公司2026年上半年归属于上市公司股东的净利润实现同比增长,占比约六成。 其中,科创板方面,截至8月25日记者发稿,沪市科创板共251家公司披露2026年半年度报告,占比超四成,相关公司合计实现营业收入4477亿元、净利润540亿元,同比增长29%、136%,其中195家公司实现盈利,111家公司利润增长,28家公司扭亏为盈。

五 | 净利润增速显著高于营业收入增速,表明规模效应释放与产品结构优化正在同步显现,带动板块盈利面稳步扩大。 估值方面,燕翔表示:“A股估值目前仍处于合理区间。截至8月25日,创业板指市盈率TTM降至38.5倍,处于上市以来的27.4%历史分位点,科创综指市盈率TTM降至139.6倍,位于上市以来4.9%的历史分位点,均处于合理偏低水平。” 展望后市,燕翔判断,多重积极利好因素决定了中国资本市场长期向好的趋势不会改变。一是国内经济中长期向好态势不变;二是A股估值目前仍处于合理区间;三是上市公司质量稳步提升夯实微观基础;四是分红回购不断增加提高投资者回报;五是耐心资本持续流入助力市场健康发展。 “复盘历次市场短期急跌后市场表现,本轮万得全A反弹幅度与历史均值相比仍有空间,创业板指修复程度更低,修复行情远未结束。

六 | ”中信建投进一步指出,调整之时,正是锚定业绩确定性、布局科技核心资产的最佳时机。政策托底意愿明确,AI产业中长期逻辑未破,以创新药、有色金属、机械、新能源为代表的非AI独立景气主线,A股“科技+复苏”双主线回归值得坚定期待。
(文章来源:澎湃新闻)。
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