早盤覆盤:A港股走勢分化創業板再創新高,抗流感概念股全線走強
今日上午A股兩市主要股指收漲,滬指、深成指高開小幅探底後回升,半日分別漲0.43%、0.98%;中小創指數表現強勢,創業板再創階段新高漲1.97%。
盤面上,行業板塊多數上漲,無線耳機概念表現最為突出,藍思科技、億緯鋰能等多股漲停;抗流感概念股全線走強,碩世生物、四環生物等近十股漲停;消費電子、芯片、小米、5G、生物疫苗等概念表現強勁。種業概念股大跌,荃銀高科跌停;胎壓監測、人造肉、IP變現、網紅經濟等概念疲軟。
截止午盤,滬指報3088.59點;深成指報11061.53點;創業板報1970.66點。
港股方面,港股市場主要股指下跌,恆指早間跳空高開後一路震盪下行,半日收跌0.39%,報28942.57點,成交額逾600億港元;國指半日跌0.16%,報11401.63點;南下資金淨流入逾10億。

今日A股熱門板塊方面:
生物醫藥板塊開盤強勢,截至收盤四環生物、魯抗醫藥漲停,海王生物、萊茵生物競價漲停,東北製藥、沃華醫藥、仟源醫藥、太龍藥業、上海凱寶等跟漲。

汽車整車板塊拉昇,中通客車漲停,宇通客車、亞星客車、江鈴汽車、金龍汽車跟漲。

半導體及元件板塊拉昇,晶豐明源漲17.45%,富滿電子、江豐電子漲停,樂鑫科技、國科微、艾華集團、晶方科技等跟漲。

海南板塊走強,海航基礎、海峽股份、海汽集團漲停,海南瑞澤、海南高速等跟漲。

機場航運概念走弱,吉祥航空、中國國航跌逾5%,白雲機場、東方航空、春秋航空、南方航空跟跌。

轉基因板塊大幅下挫,荃銀高科跌停,大北農、隆平高科、登海種業等跟跌。

傳媒板塊走弱,橫店影視、大晟文化跌停,萬達電影、引力傳媒、中國電影等跟跌。

科創板方面,截止午盤科創板個股漲多跌少,今日上市的“雲計算第一股”N優刻得漲110.56%領漲板塊,特寶生物及碩世生物漲逾20%,晶豐明源、樂鑫科技、奧福環保等跟漲;華興源創跌7.92%領跌,卓易信息和睿創微納跌幅靠前。

板塊資金流向方面,半日主力淨流入整體流入狀態不一,其中淨流入最多的前三為電子元器件、半導體、通信設備板塊,分別為32.19億元、18.67億元、14.71億元;淨流出前三板塊為酒類、軟件、醫療保健板塊,分別為7.19億元、6.29億元、5.85億元。

個股資金流方面,今日主力淨流入狀況較為分化,京滬高鐵主力資金流入8.07億元,目前股價漲停,億緯鋰能和國軒高科主力淨流入額分別為6.06億元和4.33億元;樂普醫療主力淨流出額最多,淨流出6.58億元,延安必康和貴州茅台主力淨流出分別為4.75億元和3.99億元。

滬深港股通資金流方面,滬股通淨流入18.44億元,深港通淨流入23.86億元,北向資金半日合計淨流入42.30億元;港股通(滬)淨流入2.10億元,港股通(深)淨流入8.14億元,南向資金半日合計淨流入10.24億元。
盤面上,行業板塊多數下跌,超市便利店、建築工程、餐飲股跌幅居前,航空股中國航跌7.19%,南航、東航跌超5%;濠賭股集體下跌,澳博控股、永利澳門跌超5%;大麻概念、豬肉、內房股等概念跌幅靠前。抗流感概念股逆勢大漲,東陽光藥漲20%,中國中藥、四環醫藥漲幅在6%以上;電信股、5G、醫藥等概念表現活躍。

個股方面,恆指成分股中,中國生物製藥、中國移動、石藥集團等個股領漲;金沙中國、銀河娛樂、吉利汽車等個股領跌。國指成分股中,中國生物製藥、中國移動、中國電信等個股領漲,吉利汽車、國藥控股、中國財險等個股領跌。
期貨方面,國內期市午盤漲跌不一;黑色系多數上漲,錳硅漲逾1%;能化品漲跌不一,燃油漲逾1%,橡膠跌逾2%,20號膠跌逾1%;基本金屬漲跌不一,滬鉛漲逾1%,滬鎳跌逾1%;農產品漲跌不一,雞蛋漲逾2%,白糖跌逾2%;貴金屬均上漲。
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