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早盘复盘:A股科技板块全线大涨,恒指跌1.2%苹果华为概念逆势大涨
格隆汇 09-19 12:25

北京时间9月19日凌晨,美联储9月议息会议决定下调联邦基金目标利率25BP至1.75%-2.00%。

今日,A股主要股指集体高开后迅速弱势下探,而后沪指盘中现V字回升,10点后急速拉升,迅速翻红后开始震荡走势。截至午间收盘,沪指半日持平、深成指涨0.41%、创业板涨0.75%,上证50跌0.16%;北上资金净流入近23亿,市场情绪总体偏好。

港股方面,早盘港股市场高开后随之下跌,主要股指皆遭到重挫。恒指大跌逾1.2%,蓝筹股呈普跌行情。截至午间收盘,恒指跌1.24%,报26421.91点。国指跌1.05%,报10367.97点。主板半日成交388.24亿港元。

在A股热门概念板块中,科技股今日表现强势,光刻胶、电路板、集成电路、国产芯片、OLED、半导体等概念板块上涨。科技主题ETF持续火爆。另外,元器件、工业机械、通信设备、旅游等板块涨幅靠前。

光刻胶概念个股全线大涨,江化微、晶瑞股份、容大感光三家公司涨停,南大光电涨超7%,广信材料、飞凯材料涨超5%。

此外,受国庆节小长假临近的影响,旅游股集体走强,凯撒旅游直线拉升封板,众信旅游大涨近9%,天目湖、西安旅游涨逾5%。

北京市人民政府市长陈吉宁在上午的发布会上表示,全力支持雄安新区规划建设,提振雄安新区概念盘中异动。中持股份、凯发电气2公司迅速涨停,易华录、冀东装备等公司亦迅速拉涨。

不过,昨日强劲的消费股有所回落,食品饮料板块跌幅居前,海天味业跌逾2%;酿酒、环保、供气供热等板块跌幅靠前。

科创板方面,今日科创板个股早盘全线飘红,铂力特单边上扬大涨超9%,瀚川智能涨超5%,沃尔德、交控科技等多支个股均跟风走高。

沪深港股通资金流方面,今日沪港通净流入5.18亿元,深港通净流入17.64亿元,北向资金合计半日净流入22.82亿元,港股通(沪)净流入6.61亿元,港股通(深)净流入3.34亿元,南向合计半日净流入9.95亿元。

港股市场方面,“三桶油”延续昨日跌势,中国石油股份(0857.HK)跌2.83%,中国海洋石油(0883.HK)跌1.58%,中国石油化工股份(0386.HK)跌0.63%。隔夜布油跌1.38%报62.68美元,美油跌1.54%报58.19美元,均为连续第二日下跌。

此外,港股的汽车股全线下跌,其中,华晨中国(1114.HK)跌超5%,东风集团跌超3%,永达汽车跌超2%,北京汽车、广汇宝信、正通汽车、长城汽车、和谐汽车、广汽集团和吉利汽车均跌超1%。近日多方面数据显示全球汽车销售疲软。

不过,今日苹果概念、华为概念股双双逆势大涨,瑞声科技大涨超5%,舜宇光学涨超2%,京信通信、比亚迪电子等多家公司均有不错的表现。消息面上,近日来,作为全球前三大智能手机厂商,三星和苹果已经先后带来了自己的下半年旗舰Galaxy Note 10系列和iPhone 11系列机型,华为亦将召开发布会公布华为Mate 30机型。

个股方面,瑞声逆势大涨5.4%为最佳蓝筹股,舜宇涨2%;友邦保险、中石油大跌近3%;中银香港、恒生银行、长和、吉利汽车、中国平安、腾讯、港交所等蓝筹纷纷下跌;华润啤酒跌逾3%领跌国指;港股通标的股新东方在线逆势大涨7.77%,特步涨超5%。

商品期货方面,国内期市午盘涨跌不一,农产品菜籽涨超3%、菜油、菜粕、玉米、鸡蛋等均有所上涨;塑料涨超1%;然而黑色系下跌,铁矿石期货大跌3.29%,原油大跌2.15%,PTA、燃油、热卷轧板等均跌超1%。

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