早盤覆盤:港A兩市主要股指全線下挫,醫藥股掀起漲停潮 作者:雲知風起
截至A股早盤收市,兩市主要股指低開低走,滬指再次填補1月2日向上跳空部分缺口,半日收跌1.04%;深成指跌0.95%、創業板跌0.54%,上證50跌1.46%。市場977只個股上漲,2702只個股下跌;北向資金淨流出49.22億元。
板塊方面,行業板塊普遍下跌,酒店餐飲、工程機械、旅遊等板塊跌幅最大。抗流感概念股繼續上演漲停潮,魯抗醫藥、達安基因等十餘股漲停;免疫治療、基因、抗癌、生物疫苗等概念逆勢走強。數字貨幣、稀缺資源、豬肉、胎壓監測等概念表現低迷。
港股方面,今日主要股指午間收跌,恆指低開低走大跌2.29%,報28136.04點,成交額683.44億港元;國指大跌2.37%,報11062.83點;南下資金淨流入逾9億。

今日A股熱門板塊方面:
超級真菌板塊領漲全市,該板塊內的神奇製藥、魯抗醫藥、上海凱寶等5只個股錄得漲停,東北製藥、泰合健康接近漲停。
口罩板塊漲幅排在前列,振德醫療、奧美醫療、泰達股份漲停,仁和藥業、維科技術、金鷹股份等公司跟漲。
流感板塊掀起漲停潮,碩世生物、香雪製藥、太龍藥業、達安基因等11股漲停,華蘭生物、長江健康、海正藥業等個股的漲幅也都超過了3%。
此外,禽流感、中藥板、生物醫藥、化學制藥、醫療器械服務等板塊均有多隻個股漲停。
景點及旅遊板塊下跌較多,板塊內的凱撒旅業、中視傳媒跌幅超過5%,天目湖、中青旅、峨眉山A、中國國旅等個股也都下跌近4%。
白酒板塊整體跌2.18%,板塊內的口子窖下跌4.27%,瀘州老窖、今世緣跌逾3%,水井坊、五糧液、金種子酒、洋河股份的跌幅均接近3%。
科創板方面,今日科創闆闆塊整體表現偏弱,下跌個股居多,其中N威盛暴漲169.23%,碩世生物、特寶生物均漲超14%,方邦股份、普元信息、八億時空漲近4%。另外,華特氣體下跌6.7%,晶豐明源、長陽科技、清溢光電跌近6%,佰仁醫療、晶晨股份、嘉元科技跌逾4%。

板塊資金流向方面,半日主力淨流入整體流出狀態相對明顯,淨流入最多的前三板塊為製藥指數、生物科技指數、醫療保健指數,分別為15.95億元,8.05億元和6.06億元;淨流出前三板塊為酒類、軟件、銀行指數,分別為11.61億元、10.9億元和8.98億元。

個股資金流方面,今日主力淨流入狀況偏弱,以嶺藥業獲3.59億元主力淨流入,目前股價漲停,達安基因、姚記科技分別淨流入3.31億元和2.91億元。五糧液錄得主力淨流出最多榜首,為淨流出4.49億元,目前股價跌2.86%,貴州茅台主力淨流出3.81億元,目前股價跌1.46%,中國平安主力淨流出3.64億元,股價跌1.87%。

滬深港股通資金流方面,滬股通淨流出27.03億元,深股通淨流出22.19億元,北向資金半日合計淨流出49.22億元;港股通(滬)淨流入2.2億元,港股通(深)淨流入6.84億元,南向資金半日合計淨流入9.04億元。
港股行業板塊方面,全市場僅有文娛設施板塊上漲0.18%,建築工程、供應鏈管理、文體休閒用品、其他金融等板塊跌幅較小;超市便利店板塊領跌市場,航空服務、食品添加劑、應用軟件、影視娛樂等板塊紛紛走低。

港股個股方面,恆指成份股中僅有舜宇光學科技上漲0.28%,石藥集團未漲未跌,而中國人壽、吉利汽車均跌近5%,九龍倉置業、恆隆地產、萬洲國際等個股跌逾3%;國指成份股中也僅有新奧能源上漲0.22%。

期貨方面,國內期市午盤多數下跌;黑色系多數下跌,熱卷跌逾1%;能化品全線下跌,20號膠、橡膠跌逾2%;基本金屬全線下跌,滬銅跌逾1%;貴金屬均上漲,滬金上漲近1%;農產品多數下跌,棕櫚油、豆油、鄭棉跌逾1%。
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