A股午評：深成指、創業板指漲逾1%，鋰電池、光伏、芯片概念表現突出
指數反彈回升，滬指午間收漲0.38%報2897點，深成指、創業板指分別漲1.3%、1.7%。兩市1600股上漲，2980股下跌，成交額5000億，北上資金淨買入34.8億。
行業板塊多數下跌，紡織服飾股再度批量跌停，地產板塊大跌，信達地產等多股跌停；家居、旅遊、多元金融等板塊跌幅靠前。中央財經委會議定調加強基建，基建概念股衝高後震盪回落，鋰電池、光伏、芯片概念表現強勁，韋爾股份、贛鋒鋰業、天齊鋰業漲8%，通威股份漲5%；白酒股大漲，貴州茅台受業績刺激漲4%；航空航天板塊大幅反彈帶動軍工概念走強，水泥、特高壓、有機硅、稀缺資源等概念活躍。
基建概念股衝高，山東路橋漲近漲停，三一重工漲5%。中央財經委員會第十一次會議強調，全面加強基礎設施建設構建現代化基礎設施體系，為全面建設社會主義現代化國家打下堅實基礎。
白酒股大漲，茅台漲4%。茅台昨晚公佈業績顯示，2022年一季度營收322.96億元，同比增18.43%；實現淨利潤172.45億元，同比增23.58%；一季度營收、淨利均創歷史新高。業內人士稱，一季度開門紅順利打消市場疑慮，全年業績目標可期。白酒行業擠壓式增長大勢不變，高端名酒受益確定性最強。
軍工股活躍，航發控制漲8%。中國銀河證券認為，短期看，俄烏衝突疊加美聯儲加息背景下，市場風險偏好急劇走低，風險資產大幅回撤，軍工指數年初至今跌幅近33%，估值風險進一步釋放。當前軍工板塊PE（ttm）約44x，低於57x的中樞水平，估值分位數21%。軍工產業下游需求的計劃性強且依然強勁，隨着國內疫情和市場情緒逐步趨穩，疊加行業產能擴張持續推進，軍工板塊全年業績在21年高增長基礎上的線性外推將依然成立，板塊投資價值凸顯，關注業績持續確定高增長個股。
中原證券認為，當前股指處於快速下探階段，市場風險集中釋放，恐慌情緒持續發酵，場外資金持幣觀望的心態較重。預計在新的扭轉變量因素出現之前，滬指繼續慣性下探的可能性較大，建議密切關注政策面以及資金面的變化情況。
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.
