早盤覆盤:港A兩市強勢回暖,黃金、石油板塊集體回落
今日,資本市場明顯回暖。滬指、深成指高開後衝高回落,分別漲0.47%、1.07%,報3081.36點、10820.96點;創業板強勢,盤中突破1900點,半日漲1.75%,報1895.27點。兩市成交額逾4200億元,2836股上漲;北上資金淨流入59億元。
盤面上,行業板塊普遍上漲,科技題材概念崛起,智能醫療表現最為突出,東華軟件漲逾7%、愛爾眼科漲6%;無線耳機概念強勢,安潔科技漲停、立訊精密漲近5%;消費電子、蘋果、國產軟件、5G等概念活躍。黃金概念板塊大跌,山東黃金、銀泰資源等跌逾6%;種業、人造肉、衞星導航等概念低迷。

港股方面,恆指高開高走。截止午間收盤,恆指上漲1.06%,報28385.25點。國指上漲1.2%,報11213.18點。主板半日成交504.74億港元。

A股市場,CRO板塊領漲大市。其中,昭衍新藥強勢漲停,博騰股份大漲7.88%博濟醫藥大漲6.63%,泰格醫藥、凱萊英、藥明康德均紛紛大漲。

今日,無線耳機板塊捲土重來。其中,安潔科技暴漲9.92%,賽騰股份、卓翼科技、奮達科技、瀛通通訊、立訊精密、韋爾股份、博通集成均強勢大漲超過4%。

另外,雲計算為代表的科技股強勢回暖。其中,銀之傑、美利雲、海量數據紛紛漲停,東方通、寶蘭德均大漲超過8%,方直科技、東華軟件、同有科技則上漲超過7%。

強兩日表現強勢的黃金板塊遭遇回落。其中,恆邦股份下跌7.49%,湖南黃金、赤峯黃金、榮華實業、山東黃金則下跌超過6%,園城黃金、西部黃金、中金黃金則下挫超過5%。

美國總統特朗普放棄了對伊朗連日來的憤怒言辭,兩國試圖化解美國打死伊朗軍事指揮官蘇萊馬尼引發的危機。特朗普在白宮發表的講話稱,“我們擁有強大的軍事和裝備……但這並不意味着我們必須使用它”,他指出伊朗似乎正在緩和立場。
科創板方面,也表現較為強勢。其中,佰仁醫療、寶蘭德大漲超過8%,南微醫學、芯源微上漲超過5%,晶晨股份、虹軟科技、普元信息紛紛上漲。另外,八億時空、興圖新科、華特氣體則領跌科創板。

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軟件指數、電子元器件指數、通信設備指數,主力淨流入額分別為25.61億元、20.81億元和13.44億元,航天軍工、銀行、貴金屬板塊主力淨流出靠前,分別淨流出7.24億元、4.61億元、3.76億元。

個股資金流方面,四方精創主力淨流入4.72億元。立訊精密、中興通訊分別淨流入4.44億元和4.09億元;航天彩虹、新大陸、工商銀行流出暫靠前,分別為2.36億元、2.17億元和1.39億元。

港股行業板塊方面,體育用品、地產代理、華為概念領漲。其中,李寧、安踏體育又分別大漲9.07%、6.84%。另外,化粧美容股、醫療設備、黃金股則領跌大市。

個股方面,恆安國際大漲5.73%為最佳恆指成份股;舜宇光學科技、萬洲國際、吉利汽車、瑞聲科技等上漲;中國石油股份、中國海外石油、中國海外發展等下跌。
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