疫苗迎重磅利好促影視概念股全線大漲 當代文體和萬達電影漲停
格隆匯11月10日丨疫苗迎重磅利好,此前受疫情影響持續走弱的A股影視股今日全線上漲。當代文體和萬達電影漲停,橫店影視漲超7%,金逸影視和光線傳媒漲超6%,上海電影、幸福藍海漲超5%,華策影視、中國電影、唐德影視和華誼兄弟漲超3%。中金公司指出,疫苗的積極進展有助於強化順週期修復預期和配置邏輯。實際上,隔夜海外市場也在交易這一邏輯。風險資產如股市和原油大漲、避險資產黃金國債大跌。板塊內部,低估值的週期和價值股如能源、地產、金融,以及受疫情影響嚴重的航空、郵輪、旅遊、線下消費如影院等板塊均大幅反彈。

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