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A股收評:滬指連跌5日,創業板指漲1.64%,抱團股超跌反彈,白酒板塊集體走高
格隆匯 03-10 16:00

3月10日,受外圍資本市場提振的影響A股三大指數大幅高開隨後兩市出現分化截至收盤,滬指連跌五日縮量收跌0.05%報3357點;深成指漲0.65%,報13563點;創業板指漲1.64%,報2676點。個股普跌,漲幅超9%個股僅40餘家,市場賺錢效應較差。

盤面上,超跌抱團股集體反彈,山西汾酒、藥明康德等大漲;白酒、鋰電池、煤炭、碳中和、醫療等概念漲幅居前;油氣採掘板塊領跌,惠博普跌停;港口航運股集體下跌,渤海輪渡、中谷物流跌逾6%。染料概念大跌,浙江龍盛收跌4.4%;網絡遊戲、雲計算、數字貨幣等概念表現低迷。

具體來看,白酒板塊全天強勢,山西汾酒因業績超預期而強勢漲停,金種子酒、青青稞酒大漲7%,ST捨得、酒鬼酒、瀘州老窖、五糧液漲逾4%,白酒龍頭貴州茅台收漲1.7%,老白乾酒、金徽酒等跟漲。

(來源:wind)

煤炭概念漲幅居前,陝西黑貓、雲煤能源、開灤股份等封板;大有能源、山西焦化漲逾8%;安源煤業、昊華能源、淮北礦業漲超3%。

(來源:wind)

動力電池板塊集體反彈,恩捷股份、翔豐華、億緯鋰能、天賜材料漲超5%;寧德時代、比亞迪、當升科技上漲3%。除了隔夜美股大反彈的帶動影響,在美上市的中國造車新勢力蔚來、理想、小鵬被報道稱計劃最早於今年在港股上市,一定程度上增強了市場對新能源車的信心。

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前期跌幅慘烈的醫藥生物板塊亦開啟反彈。覽海醫療、紫鑫藥業、通策醫療漲停封板;佐力藥業、歐普康視、昭衍新藥等大漲7%;片仔癀、藥明康德、康龍化成、英科醫療、邁瑞醫療、愛爾眼科等細分領域龍頭漲逾5%。

(來源:wind)

港口板塊跌幅居前,寧波港領跌5.45%;北部灣港、上港集團、連雲港下跌4%左右;青島港、保税科技、日照港等個股紛紛跟跌。

(來源:wind)

能源設備板塊大跌,惠博普跌停,準油股份大跌9%;海默科技、恆泰艾普、通源石油、傑瑞股份跌逾5%。

(來源:wind)

科創板方面,傳音控股、恆玄科技、艾力斯-U漲逾7%,極米科技、奇安信-U等跟漲;而深科達、金盤科技領跌,跌超16%,華鋭精密、普門科技、光雲科技等均跌逾6%。

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北向資金今日合計淨買入52.25億元,其中滬股通淨流入39.89億元,深股通淨流入12.36億元。

 來源:wind

國盛證券認為,春節後的急速調整,只是抱團股價值趨向合理的正常走勢,財政積極貨幣穩健宏觀流動性並未全面收緊,場內槓桿率也並未處於異常水平,A股當前並不存在系統性風險,指數短線跌速快跌幅大,已出現情緒化特徵,目前建議按兵不動。

國金證券表示,重點關注中盤股投資機會。全球經濟復甦下,一方面滬深300等大盤成分股業績增長優勢不強,中盤股的成分股成長性更強;另一方面流動性收緊、利率上行的背景下,部分高估值的大盤股估值調整壓力較大,中證500、中證1000等中盤指數安全邊際凸顯。

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