早盤覆盤：創業板暴力反彈3.69%，醫療保健、半導體板塊領漲大市
今日，滬深兩市主要股指上漲，滬指早間低開逾2%後直線拉昇圍繞昨日收盤價來回穿梭，半日收漲0.21%；深成指漲1.74%；創業板大漲3.69%。盤面上，行業板塊多數下跌，船舶、公共交通、多元金融等板塊大跌居前。免疫治療概念板塊表現最為突出，海欣股份等多股漲停；半導體、保險、電信、特斯拉等概念表現強勢。
疫情方面，截至2月3日24時，國家衞生健康委收到31個省（自治區、直轄市）和新疆生產建設兵團累計報告確診病例20438例（黑龍江省核減2例），現有重症病例2788例，累計死亡病例425例，累計治癒出院病例632例，現有疑似病例23214例。其中，昨日全國新增確診病例3235例（湖北省2345例），新增重症病例492例（湖北省442例），新增死亡病例64例（湖北省64例）。
港股方面，恆指高開高走。截止午間收盤，恆指上漲1.16%，報26661.68點。國指上漲1.38%，報10409.79點。主板半日成交717.15億港元。
A股市場，醫療保健設備與服務板塊漲幅居前，包括口罩、醫用器械等細分概念。其中，人民同泰、南衞股份、奧美醫療、恆康醫療、海王生物、魚躍醫療等紛紛漲停，邁鋭醫療、愛爾眼科大漲超6%。
昨日，半導體板塊基本集體跌停，今日迎來暴力反彈。其中，芯源微暴漲16.6%，中微公司大漲13.77%，韋爾股份、北方華創強勢漲停，瀾起科技、晶盛機電、聚辰股份均大漲超過9%。
今日，券商為首的多元金融指數仍然領跌大市。其中，熊貓金控、安信信託繼續跌停，瑞達期貨、新力金融、紅塔證券跌幅超6%，中信建投再跌2.65%，東方財富、申萬宏源等跌超1%。
另外，運輸板塊仍然大幅下挫。其中，天順股份、宜昌交運繼續跌停，海汽集團、招商輪船、海峽股份、德新交運均下跌超9%，上海雅仕、長航鳳凰跌超8%。
科創板方面，一掃昨日的陰霾，79只個股全部上漲。其中，有方科技暴漲72%，威勝信息暴漲41%，優刻得、致遠互聯均大漲20%，潔特生物昨日暴漲108%之後再度上漲15.9%，華特氣體、金山辦公等均漲超10%。
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券商指數、電子元器件指數、製藥指數，主力淨流出額分別為43.77億元、32.43億元、26.57億元，機場、辦公用品、休閒用品板塊主力淨流入靠前，分別淨流入1.23億元、0.43億元、0.16億元。
個股資金流方面，寧德時代主力淨流入19.69億元。哈藥股份、模塑科技分別淨流入5.95億元和5.82億元；天齊鋰業、新文化、航錦科技流出暫靠前，分別為4.93億元、4.08億元和3.47億元。
港股行業板塊方面，阿里、遊戲軟件、特斯拉等概念板塊領漲大市。另外，其他金融、夜店股、文娛等板塊則逆勢下跌。
恆指成份股方面，舜宇光學科技上漲4.6%，蒙牛乳業大漲3.91%，華潤置地、石藥集團、騰訊控股、瑞聲科技等均上漲超過2%。另外， 電能實業、中電控股逆勢小幅下跌。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
