早盤覆盤:港A兩市表現萎靡,黃金、特斯拉板塊逆勢爆發
今日早間,大跌的日韓股市、及香港股市跌幅縮窄。滬深兩市主要股指低位回升,滬指半日收跌0.57%,報3087.13點;深成指跌0.07%,報10821.74點;創業板跌0.38%,報1885.94點。盤面上,行業板塊多數下跌,券商板塊跌幅最大,南京證券跌3%;煤炭、造紙、保險等板塊跌幅靠前。汽車電子概念板塊大漲,均勝電子、中鼎股份漲停;OLED、充電樁、特斯拉等概念活躍。黃金概念板塊高開低走,赤峯黃金漲6.8%。

與A股一樣,港股表現也很弱勢。截止午間收盤,恆指大跌超過200點,跌幅為0.76%,報28105.5點。國指下跌0.87%,報11101.54點。主板半日成交566.13億港元。

盤面上,黃金概念板塊逆勢大漲,赤峯黃金大漲6.8%,恆邦股份、園城黃金均大漲超過3%,湖南黃金、西部黃金等大漲超過2%。

消息面上,伊朗證實襲擊美國在伊拉克的阿薩德空軍基地。特朗普最新推特稱,傷亡評估正在進行中,目前為止一切都好,將於明天早間發表聲明。伊朗外長表示,自衞行動已經結束,不尋求戰爭。
另外,特斯拉概念持續火熱。其中,奧特佳、天汽模、旭升股份、均勝電子、威唐工業等均強勢漲停。

消息面上,特斯拉2020年1月3日宣佈,國產基礎版Model3將從35.58萬元/輛降至32.38萬元/輛。在享受免徵購置税政策以及新能源汽車的補貼後,國產Model3基礎版補貼後的售價為29.9萬元/輛,跌破30萬元/輛大關。
充電樁板塊今日也順勢大漲。其中,動力源、科林電氣、奧特迅、中鼎股份強勢漲停,易事特大漲8%,和順電氣、特鋭德等紛紛上漲。

券商板塊則表現萎靡。其中,南京證券下跌3.03%,中原證券、華安證券、長城證券、華鑫股份、浙商證券、華泰證券等下跌超過2%。
昨日強勢的豬肉(雞肉)板塊遭遇回調。其中,仙壇股份下跌2.49%,華英農業、民和股份、聖農發展、温氏股份、益生股份均出現不同程度下挫。

科創板相對主板表現較為強勢,板塊內個股多數上漲。其中,天奈科技大漲12.03%,傳音控股大漲9.56%,華特氣體、瀚川智能均大漲超過7%,新光光電、光峯科技等紛紛上漲。

今日主力資金流入最大的前三甲為汽車零部件、電子元器件、家用電器,主力淨流入額分別為9.06億元、6.29億元和0.84億元,券商、半導體、軟件指數主力淨流出靠前,分別淨流入28.84億元、23.61億元、18.22億元。

個股資金流方面,京東方A主力淨流入8.49億元,新大陸、東方日升分別淨流入7.61億元和5.96億元;中國平安、山東黃金、華天科技流出暫靠前,分別為4.09億元、3.96億元和2.12億元。

港股行業板塊方面,其他金融、地產代理、夜店、彩票、頁巖氣、虛擬現實、航空等板塊下跌超過2%,醫療設備、物業則領漲港股大盤。

個股方面,瑞聲科技下挫1.87%領跌恆指成份股,中國旺旺、中國人壽、中國神華、長和、友邦保險均下跌超過1%,恆安國際、中國海外發展、萬洲國際等逆勢上漲。
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