今日大盘开盘回稳，小幅回升。其中交运板块跌幅居前，截至发稿中国重工[-3.75% 资金 研报]跌2.56%，中国南车[-1.92% 资金 研报]跌2.55%，广船国际[-2.81% 资金 研报]跌1.58%，中国船舶[-3.34% 资金 研报]跌1.54%，中国北车[0.34% 资金 研报]跌1.26%。

　　消息面，新华社连发四文回应大跌：常规降温遭过度解读，A股将慢牛。无论从技术面还是消息面，本轮股市的快速修正有利于市场进入管理层所倡导的慢牛模式，今日的大跌与其当做“牛市终结”不如视为“模式切换”。一路上扬屡创新高的沪指怎会倒在小小的数十只新股发行上，况且中国资本[5.10%]市场不断走向成熟，该经历的坎坷总要经历。

　　随着A股市场的日渐完善，投资者也需破除过去成见，趋向成熟。新股发行真的并非洪水猛兽，A股也终将回归理性慢牛。
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