今天市場的一些信息
作者 | 明野
數據支持 | 勾股大數據（www.gogudata.com）
指數深度回調 創業板指創本輪調整新低
【覆盤】
三大指數全天單邊下跌，創業板創出本輪調整新低，深成指數只差一步之遙。截止收盤，滬指收跌2.61%，深成指收跌3.67%，創業板指收跌4.2%。北向資金淨賣出57億元，兩市個股上漲家數558家，下跌4089家。
倉儲物流股全天強勢現漲停潮，板塊漲停超16家，預製菜，農牧板塊漲幅靠前，味知香，中水漁業等個股漲停。習總書記在三亞市崖州灣種子實驗室考察調研，農業股午後大漲，神農科技20CM漲停，華綠生物漲14%，農發種業、敦煌種業、新農開發漲停。中藥，新疆基建盤中異動。以嶺藥業尾盤摸板。
行業板塊普遍下跌，新能源、科技、軍工股重挫，受到疫情影響，鋰電板塊跌幅最大天齊鋰業、融捷股份跌停，立中集團、夏鎢新能、天花超淨、德方納米跌超10%，寧德時代跌超7%。白酒板塊全綠，山西汾酒跌7%、五糧液跌4%、茅台跌3%。地產，數字貨幣均有較大跌幅。
【行業觀點】
遊戲
4月11日晚間，遊戲行業迎來大消息。
時隔大半年，國產遊戲版號恢復發放，共45款遊戲獲批。據悉，這是去年7月以來，國家新聞出版署公佈的首批遊戲版號。
名單顯示，包括心動網絡、遊族網絡、創夢天地、四三九九、三七互娛、吉比特等在內的遊戲公司，均有產品上榜。
前期版號發放時間暫不明朗背景下，市場情緒較為悲觀，遊戲板塊估值持續下行，騰訊控股、三七互娛、吉比特、完美世界、網易PE（TTM）整體處於15-20倍區間，處於歷史底部位置。隨着版號將重啟開放，廠商業績與板塊估值都將迎來修復。
遊戲行業精品化趨勢及出海紅利明顯，長期來看仍是值得期待的成長板塊。遊戲行業精品化趨勢愈發明顯，精品遊戲仍可突圍實現較好的流水錶現，我們看好具備研發實力與品類創新能力的廠商；同時我們認為海外移動遊戲市場仍處於紅利期，中國廠商具備較強競爭力，出海創收將成為公司業績重要驅動力，看好具備出海開拓實力的公司。
從更深層次的看，遊戲版號的落地，可能標誌着整個互聯網板塊從左側走向右側，未來上面提到的一些需要加速落地的文件，比如反壟斷修訂草案，可能都會加速落地。背後也反應在穩增長的要求下，尤其是疫情的二次衝擊下，很多政策層面的東西都會加快落地，不僅僅是互聯網這個行業。或許未來，我們會意識到316的這個會議，會是多麼重要的一次會議。
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