A股午評：農業股繼續大漲，資源股表現突出，科技股領跌兩市
指數漲跌互現，滬指午間收漲0.12%報3199點，深成指跌0.17%，創業板指跌1%。兩市2660股上漲，1850股下跌，成交額4850億，北上資金淨買入1.8億。
行業板塊多數上漲，資源股表現突出，昨日大跌的煤炭股大幅回升，兗礦能源漲5%，油氣股全線上漲，有色金屬股多數上漲；農業股延續昨日強勢，種業、雞肉、豬肉概念大漲，牧原股份漲約6%；鋼鐵等基建股午前走強，化肥、氫能源、綠電等概念活躍。科技股“一日遊”領跌兩市，韋爾股份跌停；醫療、醫藥股表現低迷。
煤炭股大漲，兗礦能源漲5%。央行、外匯局出台23條舉措全力做好疫情防控和經濟社會發展金融服務，做好煤炭等能源供應的金融服務。優化支持煤炭清潔高效利用專項再貸款，合理滿足煤炭安全生產建設、發電企業購買煤炭、煤炭儲備等領域需求，保障電力煤炭等能源穩定供應。
豬肉概念股全線上漲，牧原股份漲近6%。新華社發文《當前中國經濟十問》指出，隨着豬肉市場由供求基本平衡向緊平衡過渡，預計到二季度或三季度，豬肉價格或將進入上行通道，拉動CPI温和上漲。
種業概念股集體上漲，農發種業漲近6%。農業農村部辦公廳、國家鄉村振興局綜合司日前聯合印發《社會資本投資農業農村指引(2022年)》提出，鼓勵社會資本投入現代種養業、現代種業、鄉村富民產業、等重點產業和領域。
綠電概念股活躍，中國核電漲4.6%。人民銀行、外匯局印發《關於做好疫情防控和經濟社會發展金融服務的通知》，抓實碳減排支持工具落地，加大對大型風電光伏基地及周邊煤電改造升級的支持力度，在確保能源供應安全的同時，支持經濟向綠色低碳轉型。
國盛證券認為，技術形態上，當前期滬指受制於20日線壓制，形態上仍為震盪磨底走勢。創業板指持續下行後，近期首次強於滬指，二者蹺蹺板效應再現，初步顯現超跌極低的價值風口，向以創業板、科創50為主導的成長風口轉移跡象，在將明未明之前，整體建議均衡配置為主。
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.
