A股收評：滬指重回3400點，順週期概念集體大漲
兩市主要指數高開收漲，滬指早間在週期股帶動下震盪上行。午後，金融、汽車股接力，科技股復甦，指數擴大漲幅，上證50指數一度漲逾2%，滬指達到日內最大1.6%後回落，全天收漲1.09%報3414點；深成指漲0.74%報13955點；創業板指漲0.72%報2686.點。
數據來源：Wind
整體來看，市場氛圍回暖，賺錢效應偏好，兩市個股漲多跌少。2062只個股上漲，其中62股漲停；1827只個股跌，其中9股跌停。
盤面上看，疫情後經濟復甦拐點或已臨近，順週期概念股全線火爆，煤炭、染料、水泥、有色等板塊均大幅走強。金融股午後拉昇，券商股率先走高，中金公司拉昇漲停，互聯網金融板塊跟漲；白酒、汽車板塊走強，貴州茅台早盤漲逾5%。機場航運、旅遊板塊集體下跌，網紅經濟、消費電子、傳媒等板塊走弱。
具體來看：
煤炭板塊領漲大市，鄭州煤電、大同煤業、西山煤電、兗州煤業先後漲停封板，陽泉煤業漲近9%，平煤股份、冀中能源、潞安環境等跟漲。近期煤價上行趨勢不變，動力煤方面，礦難影響下上週坑口價格繼續強勢上漲，港口CCI 5500動力煤指數上漲2元/噸至616元/噸。
數據來源：同花順
汽車板塊大漲，小康股份、江淮汽車、北汽藍谷漲停，長安汽車漲近7%，廣汽集團、比亞迪、江鈴汽車等集體上漲。
數據來源：同花順
白酒概念持續大漲，金種子酒、老白乾酒等5股先後拉昇封板，貴州茅台大漲4%，ST捨得、迎駕貢酒、青青稞酒等跟漲。
數據來源：同花順
券商今日集體上漲，國聯證券、湘財股份封板，興業證券、中金公司一度漲停尾盤翹板，國金證券、中泰證券、國泰君安等跟漲。
數據來源：同花順
受國內疫情突發事件影響，機場航運板塊集體下跌，上海機場早盤一度跌超近5%。截至收盤，白雲機場跌3%，吉祥航空、華夏航空、中國國航等跟跌。
數據來源：同花順
資金流入方面，券商板塊流入超過60億元，基本金屬、銀行、酒類流入居前；文化傳媒、電子元器件、生物科技淨流出居前。
數據來源：Wind
北向資金今日合計淨流出100.51億元，其中滬股通淨流入66.82億元，深股通淨流出33.69億元。
數據來源：Wind
中信證券研報指出，10月破局之後，11月A股已經進入輪動慢漲期，而順週期板塊是其間最重要的領漲主線，市場共識也將不斷強化。建議圍繞週期品和可選消費板塊，繼續強化對順週期品種的配置。週期品方面繼續推薦受益於弱美元和全球經濟預期改善的有色金屬，包括銅和鋁，以及價格重回需求驅動的鋰；化工板塊中推薦化纖。可選消費方面，除了家電、汽車、白酒、家居外，可以開始關注中期基本面開始修復的酒店、景區等品種。
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