科技、軍工股走強,市場提前佈局“十四五規劃”?
格隆匯9月29日丨A股三大指數快速走高,滬指漲0.79%,深證成指漲1.46%,創業板指漲1.76%;北上資金淨流入近20億元。以光刻膠、半導體、衞星互聯網、射頻天線為首的科技股,以及軍工股領漲兩市。

科技股中,晶瑞股份漲近20%逼近漲停,龍騰光電漲超10%;軍工股中,中船應急漲停,晨曦航空逼近漲停,江龍船艇、捷強裝備、新餘國科均漲超10%。
中共中央政治局會議決定,第十九屆五中全會於10月26-29日在北京召開。據悉,該會議上將研究制定國民經濟和社會發展第十四個五年規劃。
機構普遍預計屆時對我國內需、科技、金融等內循環作出系統性優化部署,尤其對自主可控科技供應鏈的瓶頸突破的支持政策可期。
綜合看來,十四五規劃機構關注度最高的是科技與核心技術、自主創新、國內大循環等關鍵詞,從行業來看,軍工、科技、新能源、醫藥、新基建等關注度最高。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.