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A股收評:滬指漲0.8%,白酒股強勢迴歸,數字貨幣概念大漲
格隆匯 04-16 15:37

4月16日,中國一季度GDP同比增長超18%消息帶動A股三大指數跌幅收窄,截止收盤,滬指收漲0.81%報3426.62點,深成指微漲0.30%報13720.74點,創業板指微跌0.26%報2783.37點。兩市近3400股上漲,賺錢效應好轉。成交量相比前兩日小幅回升,但全天成交額仍不足7000億,北上資金淨買入71.5億。

本週日,滬指累跌0.70%,深成指累跌0.67%,創業板平收。

盤面上,題材概念表現活躍,白酒股獲資金追捧大漲,老白乾酒等股漲停;數字貨幣概念大漲居前,廣電運通等多股漲停;無人駕駛、汽車整車、景點旅遊、二胎等概念強勢。長安汽車等十餘股漲停中芯國際概念股、次新股整體走低,中芯國際跌超1%。

白酒股全面大反攻。ST捨得、大湖股份、老白乾酒、伊力特、青青稞酒漲停。水井坊漲近9%,金種子酒漲超8%,豫園股份、洋河股份漲超6%。五糧液漲超2%,茅台漲1.95%。

東北證券研報認為,白酒板塊,近期經過調整以後,估值已經迴歸到較為合理水平,配置價值逐步凸顯。東方港灣但斌也表示繼續看好白酒行業。

數字貨幣全天漲幅居前。新開普漲超16%,旗天科技漲超13%,廣電運通、御銀股份漲停。宇信科技漲近9%,楚天龍、北信源、高緯度等個股跟漲。

相關人士表示,從政策面來看,目前數字人民幣試點範圍有序擴大,應用場景逐步豐富,央行數字貨幣落地進程加快,加大了對數字人民幣的預期。此外,近期比特幣不斷創新高,資本市場對數字貨幣板塊的炒作熱情再次被點燃。

無人駕駛板塊午後強勢拉昇,個股掀起漲停潮。光庫科技漲超12%,亞太股份、北汽藍谷、長安汽車、路暢科技、得潤電子、華陽集團、永新光學漲停。

消息面上,4月14日,北京市人民政府網站公佈《北京市智能網聯汽車政策先行區總體實施方案》,同意依託高級別自動駕駛示範區設立北京市智能網聯汽車政策先行區。機構認為,政府頂層設計,智能駕駛、車聯網產業鏈有望迎來加速發展。

汽車整車板塊整體走強。北汽藍谷、長安汽車、亞星客車漲停。廣汽、福田汽車、長城汽車、江淮汽車、東風等個股跟漲。

消息面上,國家統計局今日公佈數據顯示,一季度,汽車類零售額達到10609億元,佔全國社會消費品零售總額的10.1%,同比增長65.6%,增速高於同期社會消費品零售總額31.7個百分點。

五一小長假(國內連休5天)臨近,景點旅遊股今日表現活躍。桂林旅遊漲停,西域旅遊漲超7%,峨眉山A、三特索道、凱撒旅業、三特索道、西藏旅遊、張家界等個股跟漲。

二胎概念股延續昨日漲勢。三盛教育、奧泰股份、美吉姆、實豐文化、貝因美、安奈兒、新華錦、威創股份漲停。

中芯國際概念股全天走弱。盛劍環境跌停,江豐電子跌近7%,全志科技跌近4%,中芯國際跌超1%,安集科技、中環股份、立昂微等個股跟跌。

消息面上,據香港交易所文件顯示,國家集成電路產業投資基金在4月9日、12日合計減持1億股中芯國際港股,持股比例從9.62%降至8.93%。

次新股整體走低。真愛美家、順控發展、國光連鎖、迎豐股份、海天股份跌停。

科創板方面,科創50指數收漲0.83%報1274.70點。晶豐明源漲超9%,晶晨股份漲超7%,特寶生物漲超6%,樂鑫科技、嘉元科技漲超5%,澤璟製藥、優刻得漲超4%。

華熙生物、海爾生物、安集科技跌超3%,心脈醫療、昊海生科、中芯國際跌超1%。

北向資金方面,北上資金今日強勢淨流入71.53億元,其中滬股通淨買入33.14億元,深股通淨流入38.39億元。

展望後市,東北證券指出,從貴金屬、銅價以及石油、鐵礦石等上游資源品上漲來看,全球經濟復甦下的通脹邏輯依然延續。考慮到國內經濟復甦和政策週期與全球的不同步性,總體看,市場指數仍處於震盪調整階段、尚缺乏有效反彈的動能;從量化指標看,4月份指數收陰的概率仍較大。

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