全面消滅“3元股”！資金熱炒創業板低價股，寧德時代等受重挫
9月7日A股三大指數集體收跌。創業板在邁瑞醫療、寧德時代等權重股跳水的影響下，大跌90.95點，跌幅逾3.3%。同時，創業板成交額超過3500億元，創下歷史新高。
創業板的9支千億市值股今日全部收跌。其中，寧德時代尾盤一度跌近12%，後小幅回升，收跌8.74%，帶動創業板指數下跌17.08點；邁瑞醫療收跌3.27%，帶動創業板指數下跌5.48點。
（來源：同花順）
同時，註冊制次新股今日衝高回落，截至收盤，安克創新（-9.56%）、蒙泰高新（-4.54%）、康泰醫學（-4.38%）等17支註冊制次新股收跌。
目前，創業板內部嚴重分化，短線資金抱團熱炒低價股，權重股受挫。今日漲停的創業板17支股票中，有6支在今日大單淨量前十名排行榜中，而其中4支主力買入的個股在10元以內。截至今日收盤，創業板已沒有股價低於4元的個股。
（來源：富途）
“大妖股”天山生物今日震盪走高，尾盤再度漲停。但對於資金熱炒的低價股，還是應該回歸基本面理性看待。
創業板成交規模持續放大，部分原因是隨着市場降温，場內存量博弈日漸激烈，註冊制開放後，圍繞創業板存量股的炒作較為明顯。
興業證券首席經濟學家王涵表示，註冊制使得交易品種更加豐富，有助於市場活躍度的提升，但短期內，市場成交量更大程度上受交易因素的影響，尤其是考慮到7、8月份市場風格較上半年有些變化，所以創業板可能還需要觀察。
另一方面，受美股劇烈震盪影響，避險情緒升温，北向資金已連續6天淨賣出。上週內，北向資金大幅淨賣出超過222億元，創半年來最大單週淨賣出。其中滬股通淨賣出134億元，深股通淨賣出88億元。
其中，寧德時代及主板消費龍頭海天味業均在上週遭北向資金減持過億元；白酒龍頭五糧液更是遭北向資金減持超過30億元。
不過，雖然北向資金受國際市場影響，短期出逃A股，但外資長期仍看好中國市場。摩根士丹利認為，城市化、科技本土化、人民幣資產國際化三個推動中國市場經濟循環的舉措將成為外資看好A股的支撐力。
縱觀整個創業板，依靠炒作低價股並不能獲得主力資金的認可，因此短期內風險依然大於機會。
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