A股收評:滬指收漲0.13%,燃氣股大漲,中藥股尾盤走強,新能源車概念疲軟
10月16日,兩市主要指數漲跌不一,滬指全天窄幅震盪收漲0.13%;深指開盤後持續走弱,收跌0.68%;創業板指午間達到日內最大跌幅1.48%後回升,收跌0.49%。本週內,滬指累漲1.96%;深成指累漲1.83%;創業板指累漲1.93%。
全天看,今日市場情緒表現依舊低迷,市場賺錢效應偏差,個股跌多漲少。
行業板塊方面,燃氣水務行業板塊開盤走強,中泰股份、大通燃氣班中漲停後回落。截至收盤僅勝利股份漲停。

中藥股午後開始走強,其中香雪製藥、新光藥業、白雲山漲停。消息面上,鍾南山團隊今天稱,體外研究發現白雲山複方板藍根對新冠病毒有效。今日白雲山A股封住漲停板,報34.18元,創今年8月25日以來新高。

金融、煤炭股延續近日強勢。煤炭板塊中,西山煤電領漲,冀中能源、露天煤業等跟漲。

第三代半導體、白酒、特斯拉、飲料等概念今日表現疲軟。具體來看,揚傑科技和聞泰科技領跌第三代半導體概念。

白酒板塊一片飄綠,19支個股中有15支收跌。順興農業、古井貢酒跌幅較大。

主力資金方面,銀行、保險及其他、中藥行業分別是今日主力資金淨流入前三。

而電氣設備、電子製造、國防軍工、光學光電子行業主力淨流出均超過20億元。

科創板方面,N泛亞領漲,漲超183%。鍵凱科技、安必平、科前生物、國盾量子、康希諾-U跟漲。安恆信息、宏力達跌超5%。


今日,北向資金合計淨流入10.77億元,其中滬股通淨流入4.95億元,深股通淨流入5.82億元。

招商證券認為,目前約有三成上市公司披露了2020年三季報業績預告/快報/報告,業績向好率達到46.9%左右。非金融A股業績將延續“V”型反彈,中小創盈利修復能力較強;大類行業業績恢復力度依次為,中游製造>TMT、醫藥、消費>資源品、金融地產。建議關注業績改善且景氣度向上的細分領域,如公用事業、新能源、汽車產業鏈、消費電子、工程機械等板塊。
浙商證券指出,近年來上市的新股大部分集中在新興產業。背後原因,其一在於經濟轉型的穩步,其二則受益於政策支持。如集成電路晶圓代工龍頭中芯國際、插座領域龍頭公牛集團、智能清潔機器人龍頭石頭科技等。科技板塊將迎1-2個季度的做多窗口,預計次新股也將有出色表現。
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