A股收評：滬指漲1.46%重返3200點，酒店、旅遊板塊大爆發
兩市午後回暖，指數直線飆升，滬指全天收漲1.46%報3213.33點，深成指漲2.05%報11756.38點，創業板指漲2.5%報2523.69點。兩市3750股上漲，860股下跌，市場情緒及賺錢效應好轉，成交額9160億，北上資金淨流入123.43億。
兩市個股普遍上漲，市場情緒及賺錢效應好轉，題材概念多點開花，經濟復甦主題概念股大放異彩，餐飲、旅遊、免税概念股批量漲停，港口股全線大漲；白酒股集體大漲，山西汾酒績後漲停，五糧液漲6%；金融股午後走高，其中又以券商股表現最為突出，紅塔證券等股漲停，東方財富漲6%。
具體來看：
酒店餐飲股漲幅居前，君亭酒店20cm漲停，首旅酒店、金陵飯店、錦江酒店10cm漲停。
旅遊股表現活躍，張家界、凱撒旅業、眾信旅遊、桂林旅遊、雲南旅遊等多股漲停，西藏旅遊、黃山旅遊漲超9%。
零售板塊掀漲停潮，南寧百貨、三江購物、上海九百、有阿股份、永輝超市等超10股漲停。
白酒板塊反彈，皇台酒業、山西汾酒漲停，酒鬼酒、瀘州老窖漲超7%，五糧液漲6.65%，捨得酒業漲5.02%，茅台漲3.6%。
消息面上，山西汾酒昨日公佈2022年第一季度預計實現營業總收入105億元左右，同比增長43%左右；預計實現歸屬於上市公司股東的淨利潤37億元左右，同比增長70%左右。
大金融板塊全線拉昇，券商板塊中，紅塔證券、中銀證券漲停，華林證券、東方財富漲超6%，國元證券、中金公司漲超5%。
銀行股中，瑞豐銀行漲5.64%，成都銀行漲4.27%，鄭州銀行漲3.48%，蘇州銀行、杭州銀行、重慶銀行、蘭州銀行等紛紛上漲。
港口股爆發，廈門港務、連雲港、海峽股份等多股漲停，鹽田港、珠海港漲超6%。
遊戲股集體大漲，冰川網絡漲20%漲停，天舟文化、遊族網絡等10cm漲停，愷英網絡漲4.95%，掌趣科技漲4.89%，中青寶漲4.75%。
消息面上，國家新聞出版署昨晚公佈《2022年4月份國產網絡遊戲審批信息》，這意味着時隔8個月，國產遊戲版號重新啟動核發。業內人士稱，遊戲版號審核重啟後，中小遊戲企業業績壓力有望釋放。
地產股冰火兩重天，天房發展漲停，世聯行漲5.3%，津濱發展漲4.97%；陽光城、棲霞建設、中交地產、信達地產等多股跌停。
農業股震盪走低，華綠生物跌超8%，神農科技跌4.66%，萬辰生物、豐樂種業跌超3%，蘇墾農發、隆平高科跌超2%。
北向資金方面，北向資金淨流入123.43億元，其中滬股通淨流入57.63億元，深股通淨流入65.80億元。
展望後市，中金公司指出，判斷類似前段時間大幅下跌的階段可能已經結束，中期維度市場機會大於風險。結構上，“穩增長”可能仍是磨底期的市場主線，關注4月中下旬政治局經濟形勢分析會的信號。在業績預吿和快報陸續披露階段，重點關注：1）一季報業績超預期；2）基本面受益“穩增長”政策；3）基本面面臨拐點的細分領域。未來隨着海外供應風險逐步緩解、流動性收緊兑現以及國內增長預期逐漸企穩，景氣度較高的成長風格可能將逐步迎來轉機。
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.
