科創50指數漲幅擴大至5.8% 成分股全線飄紅 中微公司(688012.SH)漲超16%領漲
格隆匯8月3日丨科創50指數延續近日強勢,漲幅擴大至5.8%,成分股全線飄紅,中微公司漲幅超16%,鉑力特、睿創微納、西部超導漲超10%,安恆信息、航天宏圖漲超9%,晶豐明源、海爾生物、心脈醫療等大幅上漲。國盛證券表示,繼續看好機構牛、科創牛、科技牛。存量資金仍處於低配,增量資金也在持續入場;下半年科技成長板塊基本面將邊際改善,多個子行業景氣向上。中長期聚焦經濟發展最優賽道,中國版納斯達克正在孕育。7月22日解禁高峯將提供配置“黃金坑”,成為科創牛起點。行至當前,市場對於解禁的擔憂已在逐步緩解,與此同時中報期臨近科創板盈利、成長性優勢已在顯現。更重要的,隨着科創50指數發佈,科創板基金備案、發行已在加速,後續市場資金定向澆灌之下,看好8月份科創板成為主戰場。

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