早盤覆盤:港A兩市表現萎靡,鋰電池、農業板塊領跌
滬深兩市主要股指下跌,滬指低開低走後進入橫盤整理,半日收跌0.66%,報3086.33點;深成指跌0.62%,報10921.18點;創業板跌0.42%,報1914.43點。兩市成交額逾3700億,2812股下跌;北上資金淨流入6億。

盤面上,行業板塊普遍下跌,造紙板塊逆勢走強,博彙紙業漲近7%。數字貨幣概念股全線上漲,聯絡互動、聚龍股份等漲停;國產軟件、信息安全、區塊鏈、電子支付等概念板塊活躍。種業概念股集體下跌,登海種業跌停;昨日強勢的稀缺資源、鋰電池、特斯拉等概念回調。
港股方面,恆指高開低走。截止午間收盤,恆指下跌0.85%,報28638.95點。國指下跌0.74%,報11270.93點。主板半日成交549.07億港元。

A股市場,數字貨幣概念異軍突起。其中,聯絡互動、聚龍股份、智度股份強勢漲停,數字認證、科達股份、廣電運通、四方精創均大漲超過5%。

國產軟件為首的科技板塊仍然強勢。其中,東華軟件強勢漲停,最近5個交易日累計上漲36.9%。另外,誠邁科技、金證股份、浙大網新、太極股份、東軟集團均大漲超5%。

今日,轉基因、農業種植板塊領跌大市。其中,登海種業跌停,荃銀高科、隆平高科、大北農、豐樂種業、農發種業均下挫超過4%。

另外,昨日強勢的鋰電池板塊遭遇回落。其中,延安必康、時代萬恆均強勢跌停,融捷股份、寒鋭鈷業、豐元股份、華友鈷業、天奈科技均跌超6%。

科創板方面,表現也較為弱勢。其中,天奈科技下跌6%,萬德斯、傳音控股、容百科技、三達膜、八億時空等跌超3%。另外,聚辰股份、建龍微納均漲超4%。

板塊資金流向方面,整體淨流出規模強於淨流入規模。今日主力資金流向最大的前三甲為基本金屬指數、銀行指數、農業指數,主力淨流出額分別為16.56億元、10.62億元、9.39億元,軟件、電腦硬件、互聯網板塊主力淨流入靠前,分別淨流入19.18億元、4.75億元、4.5億元。

個股資金流方面,東華軟件主力淨流入7.25億元。新華網、延安必康分別淨流入4.77億元和4.33億元;中國平安、天齊鋰業、華業鈷業流出暫靠前,分別為4.48億元、4.03億元和2.04億元。

港股行業板塊方面,豬肉概念、重型機械、農業領跌大市。另外,遊戲軟件、支援服務、內地教育股等板塊則逆勢上漲。
恆指成份股方面,萬洲國際下跌2.19%,石藥集團和中國生物製藥均下跌超2%,中國聯通、長實集團、舜宇光學科技、友邦保險、銀河娛樂等跌超1%。

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