A股收評：創業板下跌逾1.5%，抱團龍頭下跌中字頭逆勢暴漲
今日，滬深兩市高開低走，滬指全天窄幅震盪，收跌0.27%報3598.65點；深成指跌0.61%報15365.43點；創業板指盤中跌超2%，收跌1.57%報3130.3點；兩市全天總成交額1.2萬億為連續第八個交易日破萬億元，北上資金淨買入27億元。
盤面上，市場情緒低迷，個股多數下跌，賺錢效應較差。昨日大漲的金融股明顯回落，軍工、光伏、白酒等抱團板塊再度走弱，資金切換至業績穩健中字頭股，中遠海控、中遠海發漲停，直接帶動航運概念股走強；蘋果、可燃冰、智能穿戴等概念活躍。有色、家居、電器儀表、券商等板塊跌幅靠前。
昨日躁動的券商股，集體反轉暴跌。其中，國盛金控大跌超8%，第一創業下跌7.5%，國聯證券、中原證券、東興證券均下跌超6%，中信建投跌超3%。不過，東方財富仍然逆勢上漲1.78%，招商證券上漲2.42%。
醫療保健板塊集體下跌。其中，宜華健康暴跌超10%，大博醫療大跌超7%，邁瑞醫療大跌5.78%，康泰醫學和穩健醫療均下跌超4%，健帆生物、魚躍醫療均下跌超3%。
食品飲料板塊集體下挫。其中，道道全跌停，金龍魚暴跌7.6%，三日累跌超過17%。白酒板塊中，洋河股份暴跌6%，較歷史高位回撤超過18%，皇台酒業、老白乾酒均暴跌超過5%。
光伏跌勢明顯。其中，振江股份、京運通紛紛跌停，中信博大跌8.8%，咖偉新能、樂凱膠片、嘉澤新能均跌6%左右，通威股份下跌2.62%，隆基股份下跌1.6%。
中字頭大型央企紛紛大漲。其中，中國化學強勢漲停，中國核建大漲8%，中國中冶大漲6.5%，中國中鐵、中國電建、中國鐵建、中國交建均大漲超3%。
科創板方面，217家上市企業，44家企業上漲。其中，N浩博歐大漲81%，德林海漲停20%，奧普特大漲13%，石頭科技大漲9.4%。另外，艾力斯-U和明冠新材均暴跌超10%，東方生物和潔特生物均暴跌超9%。
北向資金全天大幅淨流入27.12億元，其中滬股通淨流出3.58億元，深股通淨流入30.7億元。
中金公司首席策略分析師王漢鋒提示投資者，中期建議關注市場波動上升的風險，全年來看，2021年市場投資應“輕指數、重結構”。建議關注以下領域：一是新能源及新能源汽車產業鏈中上游；二是電子半導體等科技硬件領域；三是消費，包括家電、汽車及零部件、家居、酒店、其他可選消費、食品飲料、醫藥等；四是週期性行業中，關注後續景氣程度可能繼續改善、估值不高的部分金屬原材料、原油產業鏈等。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
