A股午评:三大指数齐跌,资源股大涨,物流股批量涨停
指数弱势震荡,沪指午间收跌0.44%报3199点,深成指跌0.84%,创业板指跌1.1%。两市1040股上涨,3560股下跌,成交额5300亿,北上资金净卖出20.2亿。

行业板块多数下跌,数字货币、新冠药、元宇宙、绿色建筑、疫苗等概念大跌靠前。邮政局要求落实做好货运物流保通保畅工作,仓储物流板块逆势暴涨,长久物流等近二十股涨停;矿产资源股大涨,煤炭股集体上涨,中煤能源再度涨停;有色金属板块大涨,紫金矿业涨6%;油气、工业母机、航运、锂矿等概念活跃。

航运概念活跃,招商轮船涨5.8%。交通运输部部长李小鹏表示,要加快疏通边境口岸堵点卡点,推进国际运输便利化,清理规范港口、航运等环节中介收费。

仓储物流股大涨,飞马国际等近二十股涨停。国家邮政局4月11日发出通知,要求认真贯彻落实《国务院应对新型冠状病毒感染肺炎疫情联防联控机制关于切实做好货运物流保通保畅工作的通知》精神,切实做好邮政快递业保通保畅工作。

煤炭股大涨,中煤能源再度涨停。信达证券指出,现阶段行业基本面、政策底层逻辑与直接效果均利好板块估值修复提升,再考虑今年上半年业绩高增的确定性,当前是逢低配置煤炭板块的合理阶段。继续全面看多煤炭板块,继续建议关注煤炭的历史性配置机遇。

国盛证券指出,当前市场下跌趋势未能有效扭转,外围俄乌冲突、美联储加息等干扰因素仍然存在;国内新冠疫情形势依然严峻,经济面临的的下行压力依然较大,市场仍有可能较长一段时间维持震荡磨底走势。操作上,总体不悲观。板块的快速轮动使得短线操作难度较大,控制好整体仓位,择机低吸。在“稳增长”和逆周期调控的预期下,密切关注各项调控政策的出台落地。基建板块作为“稳增长”的排头兵可持续关注,同时在通胀背景化工、消费及商超零售板块未来业绩可期,可逢低关注。
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