A股收評：創業板指漲1.18%，汽車、醫藥股領漲
今日兩市主要指數漲跌互現，滬指上午弱勢震盪，午後在券商、汽車等板塊帶動下一度翻紅，全天收跌0.06%，深成指漲0.52%，創業板指漲1.18%。兩市成交額7096億元，北向資金淨流入3.5億元。
數據來源：Wind
整體看，市場情緒表現一般，賺錢效應一般，兩市個股跌多漲少。2192只個股跌，其中61股跌停；1729只個股上漲，其中43股漲停。
盤面上，汽車整車板塊持續走高，醫藥股表現強勢；白酒板塊盤中異動拉昇，老白乾酒一度漲停；昨日大漲的光伏概念同樣於午後拉昇，陽光電源漲超8%再創新高；操作系統、新能源車、量子科技、超導等概念活躍。農業、養殖板塊領跌，半導體、保險、倉儲物流等板塊跌幅靠前。
具體來看：
今日汽車股領漲大市，華菱星馬、小康股份、東風汽車漲停，ST海馬、長安汽車、長城汽車等跟漲。國家統計局公佈的數據顯示，11月汽車製造業工業增加值同比增長11.1%，高於同期全國規模以上工業企業增加值4.1個百分點。
數據來源：同花順
生物醫藥板塊走強，恆瑞醫藥漲超7%，兩面針、保齡寶、豐原藥業漲停，科恆股份、信立泰、睿智醫藥等跟漲。近日，第四批集採開始報量，擬納入44個品種，90個品規，生物製品與中成藥暫未涉及。
數據來源：同花順
受蘋果計劃2021年上半年iPhone產量提升30%消息刺激，蘋果概念股午後拉昇，奧海科技漲停，立訊精密、歌爾股份、賽騰股份紛紛上漲。
數據來源：同花順
家電板塊漲幅居前，長虹美菱、彩虹集團漲停，長虹華意、小熊電器、惠而浦等跟漲。根據雙十二期間各白電官方旗艦店銷量額數據，白電量價齊升，內需復甦明顯；同時，儘管打折促銷力度小於雙十一，但小家電整體銷售高速增長趨勢不改。
數據來源：同花順
受退市新規影響，今日ST概念股分化明顯，出現大面積跌停，同時也有不少個股漲停。其中，*ST恆康、*ST華映、ST海馬等15股漲停；ST金剛跌超14%，*ST成城、*ST金鈺、*ST實達等約50股跌停。
數據來源：同花順
半導體板塊走弱，斯達半導、新潔能跌停，華潤微、瑞芯微、立昂微等跟跌。
數據來源：同花順
資金流入方面，汽車板塊流入20.69億元，電工電網、製藥、家電淨流入居前；半導體板塊流出20億元，銀行、醫療保健、農業淨流出居前。
數據來源：Wind
北向資金今日合計淨流入3.5億元，其中滬股通淨流入2.52億元，深股通淨流出6.02億元。
數據來源：Wind
天風證券認為，A股邏輯將轉向盈利驅動，行業配置層面堅持順週期品種，包括金融、週期成長、可選消費的核心資產。週期板塊階段性表現或佔優，結構上將從地產基建轉向出口，預計未來一段時間產銷兩旺。重點關注有色、化工、機械等細分板塊。消費板塊重點關注可選消費，例如白酒、竣工產業鏈。科技板塊中的消費電子、新能源車板塊屬於景氣向上階段，有望受益於景氣向上與十四五規劃的催化。
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