早盤覆盤:港A兩市主要股指全線上漲,金融股集體走高
受貿易判利好消息提振,兩市主要今日股指高開後震盪走高,三大股指集體漲超1%。盤面上,行業板塊普遍上漲,多元金融、保險、券商、家電等板塊漲幅最大;半導體、供氣供熱、船舶板塊小幅下跌。阿里概念股大漲,首旅酒店、海爾智家漲逾6%;智能電網、無線耳機、智能家居等概念強勢。光刻機、黃金、種業等概念疲軟。
截至A股早盤收市,滬指半日漲1.24%,報2951.73點,收復60日均線;深成指漲1.22%,報9955.96點;創業板漲漲1.42%,報1745.39點,再創8個月新高。兩市成交3166億元。2655只個股錄得上漲,27只個股漲停,864只個股錄得下跌,2只個股跌停。
港股方面,市場主要股指全線收漲,截至早盤收市,恆生指數午盤漲2.06%報27551.46點,恆生國企指數漲1.7%報10794.84點,恆生紅籌指數漲1.22%報4379.37點,半日大市成交595.24億港元,南下資金淨流入近14億。

今日A股熱門板塊方面:
證券板塊高開並持續走強,截至中午收盤,中信建投漲9.19%,南京證券、哈投股份、長城證券跟隨拉昇。

鋰電池板塊走高,鵬輝能源漲停,曙光股份早前封板,億緯鋰能漲近9%,璞泰來、恩捷股份、欣旺達等跟漲。

保險股集體上漲,中國人壽、中國人保漲近4%,中國太保、新華保險、中國平安等紛紛上漲。

眼科醫療板塊異動拉昇,莎普愛思漲停,華北製藥、天目藥業、興齊眼藥、歐普康視等跟隨上漲。

互聯網金融板塊走強,熊貓金控開盤封板,同花順、衞星石化、奧拓電子、大智慧、銀之傑、東方財富等集體上漲。

胎壓監測概念小幅拉昇,萬通智控漲逾6%,德聯集團、日上集團、威帝股份等跟漲。
半導體及元件概念早盤高開後跳水轉綠,兆易創新跌近4%,富瀚微、生益科技、晶豐明源、維爾股份等集體走弱。

科創板方面,博瑞醫藥漲5.41%,南微醫學、天奈科技、華熙生物、航天宏圖、微芯生物、西部超導均漲超1%。

板塊資金流向方面,半日主力淨流入整體流入狀態較明顯,其中淨流入最多的前三為券商、零售和房地產板塊,分別流入21.4億元,11.43億元和8.45億元;淨流出前三板塊為通信設備、半導體及電子元器件塊,分別流出4.97億元、4.87億元和3.37億元。

個股資金流方面,南寧百貨主力資金流入11.31億元,股價漲停,中信建投和中國平安主力淨流入額分別為6.07億元和3.92億元。東旭光電主力淨流出額最多,淨流出8.42億元,目前股價跌6.29%,信維通信主力淨流出1.68億元,目前股價跌2.16%,聞泰科技主力淨流出1.55億元,股價跌2.67%。

滬深港股通資金流方面,滬股通淨流入28.71億元,深港通淨流入20.44億元,北向資金半日合計淨流入49.15億元;港股通(滬)淨流出8265萬元,港股通(深)淨流入14.63億元,南向資金半日合計淨流入13.81億元。
港股行業板塊方面,博彩概念板塊漲5.06%領漲,航空服務漲4.79%、油氣設備、航空物流、綜合企業、美容護理、電商及互聯網等板塊均漲超2.4%;裝修與設計、殯儀服務、衞星通訊、酒精飲料等板塊下跌。

港股個股方面,銀河娛樂漲5.44%領漲恆指成分股,金沙中國漲5.18%,恆安國際、長和漲逾4%,長江基建集團、創科實業、友邦、長實集團等漲幅在3%以上,騰訊漲2.46%。此外,內險股集體上漲,眾安在線漲近7%、新華保險漲3.4%;中資券商股、內房股僅個別下跌。濠賭股延續昨日強勢,美高梅中國、永利澳門漲逾7%。
期貨方面,國內商品期市漲跌互現,植物油類漲幅居前,豆油漲逾2%,棕櫚油漲1.78%,菜油漲1.7%;乙二醇跌1.42%,領跌市場;雞蛋、菜粕、豆粕跌逾1%;滬金跌逾1%;硅鐵跌逾1%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.