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A股收評:圍繞3300縮量震盪,創業板六連陰,糧食概念崛起!
格隆匯 08-13 15:55

 今日A股全天在3300點附近維持震盪,早上下探3309點反彈,創業板表現持續萎靡。截至收盤,滬指微漲0.04%,報3320.73點;深成指微跌0.13%,報13291.32點;創業板指跌0.49%,報2622.64點。值得一提,創業板已是六連陰,從趨勢上毫無支撐,表現持續萎靡。 

滬深成交額今日約為8428億元人民幣,為十二個交易日來首次落於萬億元水平之下,該成交額水平也為6月30日以來最低。

行情來源:wind

行業板塊上面,農業板塊全天表現強勢,養雞、豬肉、啤酒概念、賽馬概念等板塊漲幅居前;前期表現強勁的生物疫苗、半導體、消費電子領跌市場。

具體來看,

國家主席近日對制止餐飲浪費行為作出重要指示,我國“糧食”關注度明顯升温。有預期顯示,上半年中國穀物進口步伐加快,今年可能會有史以來首次用光玉米和小麥的進口配額。

農業股迎全線上漲行情,掀漲停潮,農發種業、神農科技、蘇墾農發、荃銀高科漲停,其餘個股紛紛大漲。

行情來源:富途

畜禽養殖類跟漲,湘佳股份、華英農業、天山生物漲超5%,天山生物、西部牧業、聖農個發展、立華股份紛紛跟漲。

行情來源:富途

軍工板塊持續走強,表現分化,洪都航空、煉石航空、瑞特股份漲停,航發控制、北摩高科、福能東方漲超8%。

行情來源:富途

券商異動,第一創業今日放量漲停,海通證券、太平洋、光大證券、國泰君安等券商股跟漲。

有消息稱中國計劃將國內券商第一創業與首創證券合併,最早可能在今年敲定。

行情來源:富途

個股方面,強勢個股今日分化嚴重,高位標的多出現跌停或者漲停板被砸。 

同為股份(002835.SZ)近10個交易日累漲逾80%,今日直接低開跌停,報21.38元,在昨日提示二級市場交易風險,表示能否保持穩定銷售及較高的毛利率存在一定不確定性。

行情來源:富途 

人氣股保齡寶漲停板尾盤被砸,報24.29元,收漲3.67%。近段時間以來,代糖,甜味劑板受到市場追捧,龍頭保齡寶25個交易日累漲166%,

行情來源:富途

主力資金方面,農業指數全天淨流入38.37億元排名全市場第一,其次是券商、航天軍工指數。

行情來源:萬得

而製藥指數、生物科技指數全天淨流出均超11個億,金屬指數、銀行其次。

行情來源:萬得

科創板方面,首日上市的康希諾生物漲87.45%.全天成交64.43億,建龍微納漲停、卓越新能、特寶生物、八一時空漲幅超8%;仕佳光子、凱賽生物、芯源微跌幅居前,均超10%。

行情來源:萬得

行情來源:萬得

北向資金方面,北向資金淨流入今日合計流入1560萬元,其中滬股通淨流出10.23億元,深股通淨流出10.60億元。

數據來源:東方財富

楊德龍:可以趁這次調整低吸優秀的消費白馬股

從投資方向看,消費白馬股仍然是最值得關注的方向,因為消費是中國的國家比較優勢,白酒、醫藥和食品飲料雖然估值上已經不低,但考慮到公司的長期業績增長以及品牌價值,仍然值得長期持有,這次獲利回吐導致消費股出現較大的回落,一般來説消費白馬股回落20%左右是比較好的配置區間,因此建議投資者可以趁這次調整低吸優秀的消費白馬股。

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