A股收評:新能源暴動喜迎放量開門紅,大牛市 is back?
1月4日,A股2021年第一個交易日,市場三大指數迎來放量大漲,其中滬指突破3500點,創業板站上3000點。截至收盤,上證指數報3502.96點,收漲0.86%,深證成指報14827.47點,大漲2.47%,創業板報3078.11點,大漲3.77%。

圖片來源:wind
滬深兩地市場交易額破萬億,北上資金全天淨流出5.42億。市場賺錢效應極好,2791只個股上漲,133只個股漲停;1162只個股下跌,14只個股跌停。
盤面上,新能源具體暴動,大權重股寧德時代暴漲15.09%,光伏龍頭隆基股份、通威股份漲停。豬肉權重股牧原股份漲停。白酒股持續強勢,老白乾、酒鬼酒漲停。
具體來看:
鋰電池龍頭寧德時代帶動新能源板塊大漲,全行業超20只個股漲停,寧德時代暴漲15.09%,報404.10元,總市值9413.04億元。
消息面上,特斯拉正式宣佈中國製造Model Y以及全新Model 3正式發售,其中更重磅的消息是,特斯拉還將Model Y起售價下降為33.99萬元,比之前的價格下降了14.81萬元。特斯拉ModelYPerformance高性能版起售價為36.99萬元人民幣,此前為53.5萬元人民幣,下降了16.51萬元。

白酒股延續強勢行情,行業共有8只個股漲停,老白乾、酒鬼酒漲停,龍頭股持續創新高。
中金公司表示:上調貴州茅台目標價至2,739元人民幣,2021年增長有望提速,看好公司長期成長潛力及業績確定性。分析師餘馳等人在報吿中表示,作為高端龍頭,公司擁有行業強定價權,未來有望繼續分享中國高端消費擴容。預計在顯著的渠道價差下,公司隱含的長期提價期權仍然確定。2020年是公司調整年,且受到年初疫情影響,但公司仍保持了10%左右的增速,增長紮實、健康去年三季度後,公司直銷逐步放量,旺季堅定控價,且2020年報表留有餘力。

畜禽養殖表現強勢,立華股份暴漲19.02%,權重股牧原股份漲停,温氏股份大漲超6%,其餘個股紛紛跟漲。
農業農村部市場與信息化司司長唐珂近日表示,生豬產能持續恢復,豬肉價格小幅上漲後有望趨穩。目前來看,生豬生產恢復成效超出預期。國家統計局公佈,今日12月下旬生豬(外三元)價格環比上漲2.9%。

銀行表現萎靡,成都銀行、杭州銀行跌幅均超6%,興業銀行、平安銀行、招商銀行紛紛下跌。

科創板方面,中科星圖漲停、奧普特、派能科技漲幅居前,思瑞浦、鍵凱科技、石頭科技跌幅居前。


圖片來源:wind
資金流向方面,電氣設備、有色金屬、農林牧漁淨流入居前,銀行、房地產、醫藥生物淨流出居前。


圖片來源:wind
北向資金方面,滬股通淨流出13.95億,深股通淨流出8.53億。北上資金全天淨流出5.42億元。

圖片來源:東方財富
招商證券表示,進入2021年1月,招商證券預計市場將會繼續保持上行趨勢,上證指數將繼續走高,上證50指數將會續創新高。主要原因在於2021年一季度將會迎來近10年最高業績增速,一季報行情可期;央行再12月繼續大幅投入流動性;年初,由於賺錢效應明顯,北上資金年初多會加倉A股,A股將會迎來一波較為明顯的增量資金。從歷史上看,當也即高增的年份,1月投資者更容易會選擇逆向思路,去年前一年表現較差的行業可能會逆襲,市場風格有可能會發生轉換。
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