A股午評：創業板指跌2%，中俄貿易概念股暴漲
兩市主要指數下跌，滬指午間收跌0.41%報3474點，深成指跌1.25%，創業板指跌2%。兩市1860股上漲，2600股下跌，半日成交額5750億，北上資金淨買入6.2億。
行業板塊多數下跌，科技、新能源股跌幅靠前，寧德時代跌4%、韋爾股份跌近3%；化纖板塊重挫，恆力石化跌近7%。中俄貿易概念股全線爆發，長久物流等多股漲停；國際天然氣、油價大漲，油氣股跟隨逆勢走強，準油股份等股漲停；受農產品期貨價格大漲帶動，農業股表現強勁，細分種業概念股集體上漲；醫藥股普漲，幽門螺桿菌、輔助生殖、新冠藥等概念漲幅靠前，黃金概念活躍。
石油股強勁，準油股份等股漲停。國際油價持續上漲，布倫特原油站上110美元/桶，續創2014年以來新高，日內漲近3%。歐洲議會通過決議，要求限制從俄羅斯進口石油和天然氣，美國兩黨提出對俄石油進口禁令立法。
農業股表現強勁，細分種業概念股集體上漲。隨着俄烏局勢導致黑海船運受阻，這個全球主要農產品之一的漲勢延續。芝商所小麥期貨漲停並創近14年新高，豆油期貨創歷史新高，馬來西亞棕櫚油也是不斷刷新歷史高位。芝商所玉米期貨亦觸及漲幅限制，這一標的年初至今已累計上漲22%。受到玉米期貨價格走高帶動，週二芝商所瘦肉豬也一同走高逾2%。
有色金屬板塊繼續上升，中國鋁業漲8%。隔夜，倫鋁和倫鎳率領倫敦工業金屬全線走高，倫鋁和倫錫雙雙刷新歷史高位，倫鎳衝上2.5萬美元后創將近十一年來新高。避險資產黃金高漲，紐約黃金期貨收漲逾2%，創近一年最大收盤漲幅，繼上週四之後再度刷新一年多來高位。
國盛證券研報認為，技術面看，滬指週二尾盤明顯拉昇，但量能未有效放大，表明場外資金依然謹慎；日線繼續保持箱體震盪格局，成交額連續兩日未達到萬億水準，指數短期缺乏向上突破箱體格局動能，但空頭在外圍持續利空的情況下未能有效擊穿箱體，説明箱體底部的支撐力度較強，指數短期或將繼續保持震盪格局。
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.
