早盤覆盤：港A兩市強勢回暖，格力飆近8%領攜家電板塊大漲
從本週二開始，A股市場人氣持續低迷，週一當日爆炒的區塊鏈概念紛紛回落。不過，今日盤中一改低迷態勢，在10點左右，三大指數加速上攻。截止午盤收市時間， 上證指數上漲0.73%，深證成指上漲1.39%，創業板指數上漲0.73%。盤面上，格力美的領攜的家電板塊表現非常活躍，而前期加速上漲的雞、豬肉板塊則表現萎靡。
港股方面，恆指低開高走。截止午間收盤，恆指上漲0.42%，報27020.2點。國指上漲0.51%，報10586.64點。主板半日成交434.94億港元。
A股市場，家電板塊表現異常亮眼。其中，華帝股份強勢漲停，海爾智能大漲8%，格力電器強勢大漲7.72%，盤中將接近股價歷史新高。另外，美的集團大漲5.73%，昨日亦大漲3.8%。
港股家電板塊同樣表現不錯，海信家電強勢上漲4.41%，海爾電器上漲2.01%，創維集團上漲1.97%，TCL電子上漲0.54%。
消息面上，「雙十一」前資本市場再預熱，此前國金證券發表報告指，從各個品類雙十一預售情況看，美的在營銷推廣上收到了較好效果，幾乎所有品類的市場份額均有所提高。分領域來看，在龍頭優勢更為明顯的冰洗領域，海爾、美的兩強壟斷的趨勢更加明顯，蘇泊爾則在廚電、生活電器板塊延續了過去一年的增長趨勢。
今日，稀土板塊同樣喜人。其中，金力永磁漲停，銀河磁體大漲8.42%，中鋼天源大漲7.04%，英洛華、德宏股份、廣晟有色均大漲超過5%。
農林牧漁板塊則領跌大市。其中，聖農發展重挫7.17%，牧原股份下挫4.21%，盤中一度跌超6%，天邦股份下跌2.83%，正邦科技下跌1.6%。
10月以來，以牧原股份和新希望為首的龍頭豬企，股價加速上漲，而最近2日則出現了短暫的回調。主要的原因是新發疫情導致的拋售和市場博弈導致的短期豬價下跌。
科創板方面，整體表現趨弱。其中，傑普特重挫13.02%，致遠互聯、昊海生科均下跌超過3%，南微醫學、海爾生物下跌超過2%。N寶蘭德大漲30.66%，中微公司上漲6.07%，福光股份上漲3.98%。
板塊資金流向方面，整體淨入規模強於淨流出規模。今日主力資金流向最大的前三甲為家用電器指數、房地產指數、銀行指數，主力淨流入額分別為15.08億元、13.18億元和10.62億元，農業、電工電網、互聯網板塊主力淨流出靠前，分別淨流出4.19億元、3.5億元、1.69億元。
個股資金流方面，新湖中寶主力淨流入9.95億元，該股已經連續4日淨流入，美的集團、格力電器分別淨流入5.31億元和4.88億元；科力特、軟控股份、暴風集團流出暫靠前，分別為3.68億元、1.63億元和1.55億元。
港股行業板塊方面，超市便利店、醫療及醫美、其他金融、電話設備及元件等板塊漲幅靠前，LED、半導體、煤炭等板塊跌幅靠前。
個股方面，瑞聲科技上漲2.29%為最佳恆指成份股；萬洲國際、香港中華煤氣、中國海外發展等上漲；中國神華、石藥集團、中國石油股份、新鴻基地產等紛紛下跌。
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