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A股覆盤:三大指數跌約1%,半導體、金融板塊領跌大市
格隆匯 04-21 15:24

今日,滬深兩市探底回升,滬指收跌0.9%報2827.01點,深成指跌1.08%報10506.86點,創業板跌0.95%報2023.94點。兩市成交額逾6000億,2570股下跌,1140股上漲;北上資金淨流出逾10億。國產軟件、雲計算等概念午後延續昨日強勢,特高壓尾盤拉昇,國軒高科直線拉至漲停。半導體、金融、能源板塊跌幅居前三。

盤面上,半導體板塊累跌2.34%。其中,康強電子暴跌8.2%,南大光電、通富微電、捷捷微電、北京君正紛紛回撤。行業指數基金——5GETF(515050.SH)自從2月26日以來,累計下跌25%,期間最大跌幅30%左右。

多元金融板塊累計下跌1.69%。其中,華西證券下跌超4%,華安證券、海德股份、南京證券、天風證券紛紛下挫。主要原因是大盤萎靡,交易低迷,影響券商的交易性收入。

不過,今日國產軟件板塊表現強勢。其中,廣博股份、盛天網絡、真視通、壹網壹創、中國軟件、浩豐科技等10餘隻個股漲停,蔚為壯觀。

消息面上,阿里雲宣佈未來3年再投2000億,用於雲操作系統、服務器、芯片、網絡等重大核心技術研發攻堅和麪向未來的數據中心建設。業內人士稱,阿里加碼IDC基礎建設,有望成為全球最大的雲計算基礎設施。

科創板方面,總體表現低迷。其中,滬硅產業、聯瑞新材、芯源微、中微公司紛紛下跌超4%。不過,醫療行業個股還是較為強勢的。其中,熱景生物、三友醫療、碩得生物均大漲超過5%。

近來,北上資金處於淨流入的態勢還是較為明顯。4月以來,滬深港通合計淨流入超過430億元。

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