A股收評：三大指數高開放量集體走高，芯片股強勢崛起
11月9日，A股三大指數高開，放量集體走高，截至發稿時間，上證指數大漲1.86%，報3373.73點，深證成指漲2.19%，報14141.15點，創業板大漲近3%，報2814點。
兩市成交量時隔兩個月在破萬億，Wind數據顯示，北向資金單日淨買入額196.99億元，創年內新高。
圖片來源：wind
市場賺錢效應極好，3542只個股上漲，67只個股漲停，僅429只個股下跌。科技、金融股領漲兩市。芯片概念股批量漲停，氮化鎵概念暴漲，聞泰科技等多股漲停；光刻機、數字貨幣、衞星導航、5G等概念大漲靠前。金融股全線上漲，當中又以券商股勢最凌厲，廣發證券、中金公司等股漲停；航運股繼續大漲，中遠海發等多股漲停。
具體來看，
半導體批量漲停，創業板捷捷微電、同益股份、兆日股份、澄天偉業漲停，4只個股漲幅超10%、主板斯達半導體、立昂微、新潔能漲停，超20只個股漲幅超5%
港口航運繼續強勢，中遠海發、中遠海特、中集集團、中遠海控、中遠海運等五隻個股漲停，其餘個股紛紛跟漲。
媒體報道，近期幾個月集裝箱在全球分佈嚴重不均，亞洲航運市場集裝箱短缺現象尤為嚴重，全球前三大集裝箱設備租賃公司的Textainer和Triton均表示，未來幾個月集裝箱還將繼續短缺。
互聯網金融異動上漲，兆日科技、指南針、財富趨勢等6只個股漲停，其餘個股紛紛跟漲
TWS耳機龍頭跳水，歌爾股份尾盤跳水，最高跌至近4%，收盤報46.75元，收跌2.60%，立訊精密同樣跳水，從4%漲幅至收盤0.93%。
根據媒體， 據悉蘋果計劃明年進行促銷活動，買最新款蘋果手機的消費者可獲贈無線耳機。2017-2019年，在初代AirPods的引領下，TWS耳機出貨量增速為從118%漲至183%，飛速發展。作為行業的風向標，蘋果接下來可能對TWS耳機市場帶來更大的變化
科創板方面，芯朋微、南新制藥、芯原股份漲停、長陽科技、博瑞醫藥、先惠技術跌幅居前。
圖片來源：wind
資金流向方面，半導體淨流入超百億，券商、電子元器件流入居前，汽車、建築、汽車零部件淨流出居前。
圖片來源：wind
北向資金單日淨買入額196.99億元，創年內新高。其中滬股通淨流入80.84億，深股通淨流入116.16億元。
圖片來源：東方財富
中信證券指出，拜登當選已基本成定局，其相對温和的政策主張有助於修復市場情緒，而國內市場流動性擔憂消除，前期兩大壓制市場的因素落地。基本面持續恢復進一步提高市場支撐力，同時未來三個月重大政策和外部擾動進入空窗期，預計觀望資金將依照行業景氣輪動路徑逐步入場，繼續推動基本面驅動的中期慢漲。配置上，繼續聚焦順週期和低估值板塊，關注“十四五”規劃相關新經濟主題。
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