A股收評：三大股指尾盤集體翻綠，數字貨幣、白酒維持強勢
8月31日，兩市主要指數尾盤集體翻綠，截至收盤，滬指失守3400點，收跌0.24%，報3395.68點，深成指跌0.67%，報13758.23點，創業板跌1.07%，報2728.31點。兩市個股漲跌互半，漲停63只，跌停14只。北向資金午後加速離場，全天淨賣出57.43億元。
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盤面上，數字貨幣龍頭匯金股份漲幅20%，白酒概念同樣，貴州茅台再創歷史新高，酒鬼酒再次漲停。紙漿期貨主力合約漲停，造紙板塊應聲大漲，港口航運，糧食領跌。
1、數字貨幣持續強勢，龍頭匯金股份漲幅20%，漢威科技大漲13.55%，海聯金匯、長亮科技、飛天誠信漲幅均在6%以上。
華創證券指出，據瞭解，央行數字貨幣應用場景正在快速拓展，包括支付寶、美團、滴滴、B站、字節跳動等互聯網廠商均已與我國央行數字貨幣項目銀行展開合作，後續其他高頻使用場景有望快速接入。央行數字貨幣錢包產品完善，有望在2020年推出試點，中國或將成為全球首個發行數字貨幣的主要經濟體。
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2、白酒延續行情，酒鬼酒連續兩個交易日漲停，貴州茅台、五糧液，順鑫農業等多隻白酒股股價創新高。安信證券指出，中秋旺季是僅次於春節的傳統白酒消費旺季，再加上上半年延遲消費有一部分回補，中秋動銷投資行情樂觀；另外展望2021年一季度-二季度，白酒由於春季較晚且基數低將是增速優勢板塊。
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3、受紙漿期貨主力合約漲停影響，造紙個股走高，恆豐紙業漲停，晨鳴紙業、博彙紙業、冠豪高新漲幅均超5%。
隨着9月開學季及傳統節日的到來，月末闊葉漿報價也出現窄幅上調趨勢，明星月末報價3650元/噸，較月初上漲100元/噸。
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3、港口航運回調，近期強勢的渤海輪渡跌幅超8%、招商輪船、中遠海特、招商南油跌幅超1%。
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4、上海機場跌3.84%，上半年公司實現營業收入24.7億元，同比下降54.72%，歸屬於上市公司股東的淨利潤虧損3.86億元，上年同期淨利潤為27億元。
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主力資金方面，貴金屬、電子元器件、食品指數指數分別是今日主力資金淨流入前三，生物科技、半導體、銀行指數分別是今日主力資金淨流出前三。
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科創板方面，科創50指數漲0.68%，新股N鐵科漲52.89%，石頭科技大漲16.83%，博瑞數據、健龍微納、新光光電漲幅超8%。
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瑞晟智能大跌19.18%，聖湘生物、祥生醫療、綠的諧波跌幅超6%。
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北向資金淨流出，今日合計流出57.43億元，其中滬股通淨流出23.44億元，深股通淨流出33.99億元。
圖片來源：東方財富
國泰君安認為：市場風格的預期逐步從分歧走向過分一致，中期將圍繞震盪中樞蓄勢。低風險特徵股票仍是資金流入主線，震盪抱週期，逢跌加科技，關注銀行/保險/建材/機械/電新。
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