早盤覆盤:港A兩市主要股指大跌,特高壓概念成兩市唯一上漲板塊
今日午盤,A股兩市主要指數午間大幅收跌,滬指早間跳空低開逾4%後反彈,盤中跌幅收窄至2%附近,半日收跌3.32%報2826.37點。深成指跌3.5%報10558.2點,創業板低開逾5%後反彈,跌幅曾收窄至2%以內,半日收跌3.37%報1977點。兩市成交額逾5700億,3484股下跌,282股上漲;北上資金淨流出116億。
盤面上,光刻機概念表現強勢,智光電氣漲停、芯源微漲14.76%;特高壓概念相對活躍,中國西電、通光線纜等多股漲停。口罩防護概念重挫,道恩股份、延江股份等10股跌停;黃金、染料、抗流感等概念大跌靠前。
上午盤港股市場大跌,恆指國指盤前即重挫超7%,開盤後略有反彈,恆指跌幅一度收窄至5%以內收復23000點整數關口。由於外圍市場跌幅持續擴大,港股亦未能繼續回升。截至午間收盤,恆指跌5.78%,報22904.28點。國指跌5.96%,報9146.17點。主板半日成交983.15億港元。
盤面上,行業板塊無一飄紅上漲,生物科技、黃金股領跌,電信股、濠賭股、汽車股、保險股、中資券商股等全部大跌。個股方面,恆指成份股跌幅均超3%以上,申洲國際暴跌近9%領銜下跌;長和、中國移動、中國聯通、中信股份皆大跌超8%;中海油、吉利汽車、騰訊、中國平安皆重挫超5%;山東黃金大跌13.69%。

今日A股熱門板塊:
特高壓板塊領漲全市,通光線纜、通達股份、中國西電、平高電氣等6股錄得漲停,杭電股份、長高集團、智慧能源、特變電工、新宏泰等跟漲。

光刻膠板塊平收,是市場除特高壓板塊外唯一未下跌的板塊,芯源微大漲14.76%,江化微漲8.45%,晶瑞股份、南大光電、容大感光、飛凱材料等個股上漲。

土地流轉板塊多股漲停,包括海航創新、亞通股份、輝隆股份、永安林業、上實發展,亞盛集團上漲6.29%,中華企業上漲4.57%。

賽馬板塊下跌較少,板塊內海航創新、亞通股份漲停,中體產業、海南橡膠、羅牛山上漲,其餘個股均下跌。

電氣設備整體跌1.87%,但板塊內部掀起漲停潮,中能電氣、賽摩電氣、廣電電氣、平高電氣等10股漲停,保變電氣、康躍科技、協鑫集成等個股也表現不俗。

前期暴漲的口罩板塊大跌6.08%領跌,泰達股份、道恩股份、再升科技、延江股份等多股跌停,潔特生物下跌10%,三鑫醫療、金海環境、藍帆醫療等個股跌近10%。

消毒劑板塊大跌5.68%,板塊內的上海洗霸跌停,美聯新材跌9.93%,新開源、新華醫療、博世科等多隻個股跟跌。

科創板方面,今日午盤科創闆闆塊表現較弱,板塊內僅13只個股收漲,其中芯源微漲14.76%領漲,中微公司上漲6.38%,華特氣體、安恆信息、瀾起科技等個股上漲;潔特生物下挫10.1%領跌,熱景生物、博瑞醫藥、普元信息等個股跌幅靠前。

板塊資金流向方面,今日半日主力整體流出較多,其中,淨流入前三的是半導體指數、電子元器件指數、電工電網指數,主力淨流入額分別為25.38億元、15.48億元、11.87億元;淨流出額前三的板塊是化工原料指數、製藥指數、紡織服裝指數,分別為8.84億元、7.13億元、4.39億元。

個股資金流方面,今日主力淨流入狀況一般,淨流入額前三為京東方A、中銀證券、華微電子,分別流入8.81億元、6.99億元、6.56億元;而淨流出方面,雲內動力淨流出最多,為3.04億元,其次是再升科技和中通國脈,分別流出3億元和2.89億元。

滬深港股通資金流方面,滬股通淨流出92.57億元,深股通淨流入23.52億元,北向資金半日合計淨流出116.09億元;港股通(滬)淨流入68.52億元,港股通(深)淨流入35.27億元,南向資金半日合計淨流入103.79億元。
港股板塊方面,今日所有板塊均下挫,其中夜店股、醫療設備、林業木材、建築工程、國內零售股跌幅較少,而頁巖氣大跌11.04%,生物科技跌近11%,油氣設備、黃金貴金屬、電訊服務等板塊的跌幅均超過了8%。

港股個股方面,恆指成份股全部遭遇下跌,其中恆生銀行、恆隆地產、中國神華分別下跌3.22%、3.49%、3.71%,相較而言下跌較少,而申洲國際則大跌8.94%,長和、中國移動、中信股份、中國聯通均跌逾8%。國指成份股同樣全部下跌,郵儲銀行、民生銀行、華潤啤酒跌幅較小。

期貨方面,國內商品期市午盤多數品種下跌,滬銀封跌停,跌幅6.02%,滬金跌逾4%;能化品跌幅居前,瀝青跌逾6%,燃油跌逾5%;鄭棉封跌停,跌幅4.02%;滬錫、滬鎳跌逾3%。
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